CCRZX Mutual Fund

NAV$16.98

AUM$389M

TER0.69%

Holdings84

CCRZX Mutual Fund

NAV$16.98

Columbia Disciplined Core Fund Class Institutional

AUM$389M

TER0.69%

Holdings84

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Holdings Overlap Analysis

Compare CCRZX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings CCRZX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CCRZX Mutual Fund Overlap Analysis

CCRZX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

CCRZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 84 holdings, CCRZX may share significant positions with broad-market funds.

CCRZX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CCRZX tax-loss harvesting finds highly correlated but non-identical funds.