CUURX Mutual Fund

NAV$62.95

AUM$245M

TER0.85%

Holdings234

CUURX Mutual Fund

NAV$62.95

Columbia Small Cap Value Discovery Fund Class Inst2

AUM$245M

TER0.85%

Holdings234

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Holdings Overlap Analysis

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

CUURX Mutual Fund Overlap Analysis

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

CUURX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 234 holdings, CUURX may share significant positions with broad-market funds.

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