CGCIX Mutual Fund Holdings Overlap Calculator | MarketXLS

CGCIX Mutual Fund

NAV$15.64

TER0.97%

Holdings98

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$45/quarter Pro · Cancel anytime

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CGCIX Mutual Fund

NAV$15.64

Calamos Global Opportunities Fund Class I

TER0.97%

Holdings98

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

CGCIX Mutual Fund Overlap Analysis

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

CGCIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 98 holdings, CGCIX may share significant positions with broad-market funds.

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