CCGCX Mutual Fund
CCGCX Mutual Fund
NAV$15.08
AUM$4M
TER2.10%
Holdings110
CCGCX Mutual Fund
NAV$15.08
Calamos Global Convertible Fund Class C
AUM$4M
TER2.10%
Holdings110
CCGCX Mutual Fund Overlap Analysis
CCGCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CCGCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 110 holdings, CCGCX may share significant positions with broad-market funds.
CCGCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CCGCX tax-loss harvesting finds highly correlated but non-identical funds.