CVQZX Mutual Fund

NAV$11.03

AUM$42M

TER0.78%

Holdings94

CVQZX Mutual Fund

NAV$11.03

Columbia Disciplined Value Fund Class Institutional

AUM$42M

TER0.78%

Holdings94

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Holdings Overlap Analysis

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

CVQZX Mutual Fund Overlap Analysis

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

CVQZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 94 holdings, CVQZX may share significant positions with broad-market funds.

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