RSDFX Mutual Fund
NAV$47.43
AUM$123M
TER0.74%
Holdings90
RSDFX Mutual Fund
NAV$47.43
Columbia Dividend Opportunity Fund Class I2
AUM$123M
TER0.74%
Holdings90
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RSDFX Mutual Fund Overlap Analysis
RSDFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RSDFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 90 holdings, RSDFX may share significant positions with broad-market funds.
RSDFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RSDFX tax-loss harvesting finds highly correlated but non-identical funds.