CMDYX Mutual Fund

NAV$14.94

AUM$341M

TER0.20%

Holdings402

CMDYX Mutual Fund

NAV$14.94

Columbia Mid Cap Index Fund Institutional Class III

AUM$341M

TER0.20%

Holdings402

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Holdings Overlap Analysis

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

CMDYX Mutual Fund Overlap Analysis

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

CMDYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 402 holdings, CMDYX may share significant positions with broad-market funds.

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