CAXIX Mutual Fund Analysis & Holdings | MarketXLS

CAXIX Mutual Fund

NAV$21.77

AUM$75M

TER0.97%

Holdings52

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CAXIX Mutual Fund

NAV$21.77

Catalyst/MAP Global Equity Fund Class I

AUM$75M

TER0.97%

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

CAXIX Mutual Fund Overlap Analysis

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

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

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