CPDMX Mutual Fund

NAV$11.56

AUM$9M

TER0.62%

Holdings39

CPDMX Mutual Fund

NAV$11.56

Columbia Capital Allocation Moderate Portfolio Institutional Class III

AUM$9M

TER0.62%

Holdings39

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Holdings Overlap Analysis

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

CPDMX Mutual Fund Overlap Analysis

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

CPDMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, CPDMX may share significant positions with broad-market funds.

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