CASCX Mutual Fund

NAV$11.40

AUM$1,144.24

TER3.04%

Holdings71

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CASCX Mutual Fund

NAV$11.40

Catalyst/Aspect Enhanced Multi-Asset Fund Class C

AUM$1,144.24

TER3.04%

Holdings71

See how much of CASCX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

CASCX Mutual Fund Overlap Analysis

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

CASCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 71 holdings, CASCX may share significant positions with broad-market funds.

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