CRRRX Mutual Fund
NAV$16.63
AUM$75M
TER0.81%
Holdings100
CRRRX Mutual Fund
NAV$16.63
Columbia Small Cap Value and Inflection Fund Class Institutional 2
AUM$75M
TER0.81%
Holdings100

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CRRRX Mutual Fund Overlap Analysis
CRRRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CRRRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 100 holdings, CRRRX may share significant positions with broad-market funds.
CRRRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CRRRX tax-loss harvesting finds highly correlated but non-identical funds.