CMGYX Mutual Fund
NAV$32.78
AUM$180M
TER0.78%
Holdings70
CMGYX Mutual Fund
NAV$32.78
Columbia Select Mid Cap Growth Fund Class I3
AUM$180M
TER0.78%
Holdings70
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CMGYX Mutual Fund Overlap Analysis
CMGYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CMGYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 70 holdings, CMGYX may share significant positions with broad-market funds.
CMGYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CMGYX tax-loss harvesting finds highly correlated but non-identical funds.