CPDIX Mutual Fund

NAV$14.41

AUM$41M

TER0.71%

Holdings40

CPDIX Mutual Fund

NAV$14.41

Columbia Capital Allocation Aggressive Portfolio Class I3

AUM$41M

TER0.71%

Holdings40

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare CPDIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings CPDIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CPDIX Mutual Fund Overlap Analysis

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

CPDIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 40 holdings, CPDIX may share significant positions with broad-market funds.

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