CEIZX Mutual Fund Analysis & Holdings | MarketXLS

CEIZX Mutual Fund

NAV$14.97

TER0.80%

Holdings33

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CEIZX Mutual Fund

NAV$14.97

Callodine Equity Income Series Class Z

TER0.80%

Holdings33

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

CEIZX Mutual Fund Overlap Analysis

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

CEIZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 33 holdings, CEIZX may share significant positions with broad-market funds.

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