CCTRX Mutual Fund

NAV$14.25

AUM$3M

TER1.46%

Holdings100

CCTRX Mutual Fund

NAV$14.25

Columbia Small Cap Value and Inflection Fund Class R

AUM$3M

TER1.46%

Holdings100

✓All holdings

✓Overlap Analysis

✓Mutual Fund Screener

✓Compare Mutual Funds

$149$60/mo

Limited to first 500

Get Started →

Holdings Overlap Analysis

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

Compare With

🔍

Discover Portfolio Overlap

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

CCTRX Mutual Fund Overlap Analysis

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

CCTRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 100 holdings, CCTRX may share significant positions with broad-market funds.

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