CLIRX Mutual Fund

NAV$11.09

AUM$237,751.73

TER1.16%

Holdings40

CLIRX Mutual Fund

NAV$11.09

Columbia Capital Allocation Moderate Conservative Portfolio Class R

AUM$237,751.73

TER1.16%

Holdings40

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Holdings Overlap Analysis

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

CLIRX Mutual Fund Overlap Analysis

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

CLIRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 40 holdings, CLIRX may share significant positions with broad-market funds.

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