CGIOX Mutual Fund

NAV$56.67

TER0.73%

Holdings151

CGIOX Mutual Fund

NAV$56.67

Calamos Growth and Income Fund Class R6

TER0.73%

Holdings151

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Holdings Overlap Analysis

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

CGIOX Mutual Fund Overlap Analysis

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

CGIOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 151 holdings, CGIOX may share significant positions with broad-market funds.

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