CEIIX Mutual Fund
CEIIX Mutual Fund
NAV$15.34
TER0.95%
Holdings33
See how much of CEIIX you already own
CEIIX Mutual Fund
NAV$15.34
Callodine Equity Income Series Class I
TER0.95%
Holdings33
See how much of CEIIX you already own
CEIIX Mutual Fund Overlap Analysis
CEIIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CEIIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 33 holdings, CEIIX may share significant positions with broad-market funds.
CEIIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CEIIX tax-loss harvesting finds highly correlated but non-identical funds.