CAGCX Mutual Fund Analysis & Holdings | MarketXLS

CAGCX Mutual Fund

NAV$16.06

AUM$11M

TER1.35%

Holdings110

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CAGCX Mutual Fund

NAV$16.06

Calamos Global Convertible Fund Class A

AUM$11M

TER1.35%

Holdings110

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

CAGCX Mutual Fund Overlap Analysis

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

CAGCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 110 holdings, CAGCX may share significant positions with broad-market funds.

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