CGOAX Mutual Fund

NAV$35.22

AUM$585M

TER1.22%

Holdings94

CGOAX Mutual Fund

NAV$35.22

Columbia Small Cap Growth Fund Class A

AUM$585M

TER1.22%

Holdings94

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

CGOAX Mutual Fund Overlap Analysis

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

CGOAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 94 holdings, CGOAX may share significant positions with broad-market funds.

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