CFIPX Mutual Fund Analysis & Holdings | MarketXLS

CFIPX Mutual Fund

NAV$32.35

AUM$417M

TER1.22%

Holdings129

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CFIPX Mutual Fund

NAV$32.35

Franklin Global Equity Fund Class A

AUM$417M

TER1.22%

Holdings129

See inside every fund you own

$99/yr 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 CFIPX 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 CFIPX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CFIPX Mutual Fund Overlap Analysis

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

CFIPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 129 holdings, CFIPX may share significant positions with broad-market funds.

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