CKKRX Mutual Fund

NAV$12.76

AUM$16M

TER0.70%

Holdings16

CKKRX Mutual Fund

NAV$12.76

Columbia Income Builder Fund Class I2

AUM$16M

TER0.70%

Holdings16

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Holdings Overlap Analysis

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

CKKRX Mutual Fund Overlap Analysis

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

CKKRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, CKKRX may share significant positions with broad-market funds.

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