CMGVX Mutual Fund
NAV$32.64
AUM$41M
TER0.83%
Holdings70
CMGVX Mutual Fund
NAV$32.64
Columbia Select Mid Cap Growth Fund Class I2
AUM$41M
TER0.83%
Holdings70
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CMGVX Mutual Fund Overlap Analysis
CMGVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CMGVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 70 holdings, CMGVX may share significant positions with broad-market funds.
CMGVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CMGVX tax-loss harvesting finds highly correlated but non-identical funds.