CPHUX Mutual Fund

NAV$21.04

AUM$668M

TER0.60%

Holdings1,301

CPHUX Mutual Fund

NAV$21.04

Columbia Strategic Income Fund Class I3

AUM$668M

TER0.60%

Holdings1,301

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Holdings Overlap Analysis

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

CPHUX Mutual Fund Overlap Analysis

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

CPHUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1301 holdings, CPHUX may share significant positions with broad-market funds.

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