CAXAX Mutual Fund Analysis & Holdings | MarketXLS

CAXAX Mutual Fund

NAV$21.66

AUM$13M

TER1.22%

Holdings52

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CAXAX Mutual Fund

NAV$21.66

Catalyst/MAP Global Equity Fund Class A

AUM$13M

TER1.22%

Holdings52

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

CAXAX Mutual Fund Overlap Analysis

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

CAXAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 52 holdings, CAXAX may share significant positions with broad-market funds.

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