CFRZX Mutual Fund

NAV$32.67

AUM$273M

TER0.76%

Holdings375

CFRZX Mutual Fund

NAV$32.67

Columbia Floating Rate Fund Class Institutional

AUM$273M

TER0.76%

Holdings375

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Holdings Overlap Analysis

Compare CFRZX 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 CFRZX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CFRZX Mutual Fund Overlap Analysis

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

CFRZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 375 holdings, CFRZX may share significant positions with broad-market funds.

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