CTRZX Mutual Fund

NAV$8.51

AUM$12.0B

TER0.48%

Holdings3,938

CTRZX Mutual Fund

NAV$8.51

Columbia Multi-Manager Total Return Bond Strategies Fund

AUM$12.0B

TER0.48%

Holdings3,938

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Holdings Overlap Analysis

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

CTRZX Mutual Fund Overlap Analysis

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

CTRZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3938 holdings, CTRZX may share significant positions with broad-market funds.

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