CPHNX Mutual Fund

NAV$12.83

AUM$20M

TER0.65%

Holdings39

CPHNX Mutual Fund

NAV$12.83

Columbia Capital Allocation Moderate Aggressive Portfolio Class I3

AUM$20M

TER0.65%

Holdings39

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Holdings Overlap Analysis

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

CPHNX Mutual Fund Overlap Analysis

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

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

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