COVAX Mutual Fund

NAV$15.13

AUM$74M

TER1.21%

Holdings100

COVAX Mutual Fund

NAV$15.13

Columbia Small Cap Value and Inflection Fund Class A

AUM$74M

TER1.21%

Holdings100

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Holdings Overlap Analysis

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

COVAX Mutual Fund Overlap Analysis

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

COVAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 100 holdings, COVAX may share significant positions with broad-market funds.

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