ISGDX Mutual Fund

NAV$15.51

AUM$24M

TER1.24%

Holdings143

ISGDX Mutual Fund

NAV$15.51

Columbia Integrated Small Cap Growth Fund Class A

AUM$24M

TER1.24%

Holdings143

✓All holdings

✓Overlap Analysis

✓Mutual Fund Screener

✓Compare Mutual Funds

$149$60/mo

Limited to first 500

Get Started →

Holdings Overlap Analysis

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

ISGDX Mutual Fund Overlap Analysis

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

ISGDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 143 holdings, ISGDX may share significant positions with broad-market funds.

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