CMUCX Mutual Fund

NAV$15.24

AUM$9M

TER1.88%

Holdings49

CMUCX Mutual Fund

NAV$15.24

Columbia Select Mid Cap Value Fund Class C

AUM$9M

TER1.88%

Holdings49

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Holdings Overlap Analysis

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

CMUCX Mutual Fund Overlap Analysis

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

CMUCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 49 holdings, CMUCX may share significant positions with broad-market funds.

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