CXXRX Mutual Fund

NAV$26.10

AUM$578M

TER0.20%

Holdings608

CXXRX Mutual Fund

NAV$26.10

Columbia Small Cap Index Fund Institutional II Class

AUM$578M

TER0.20%

Holdings608

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare CXXRX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings CXXRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CXXRX Mutual Fund Overlap Analysis

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

CXXRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 608 holdings, CXXRX may share significant positions with broad-market funds.

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