CASIX Mutual Fund

NAV$12.10

AUM$36M

TER2.04%

Holdings71

See how much of CASIX you already own

Just $25 once·$99/mo·Download sample

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CASIX Mutual Fund

NAV$12.10

Catalyst/Aspect Enhanced Multi-Asset Fund Class I

AUM$36M

TER2.04%

Holdings71

See how much of CASIX 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 CASIX 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 CASIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CASIX Mutual Fund Overlap Analysis

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

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

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