CGVIX Mutual Fund Analysis & Holdings | MarketXLS

CGVIX Mutual Fund

NAV$16.58

AUM$77M

TER0.85%

Holdings57

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CGVIX Mutual Fund

NAV$16.58

Causeway Global Value Fund Institutional Class

AUM$77M

TER0.85%

Holdings57

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

CGVIX Mutual Fund Overlap Analysis

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

CGVIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 57 holdings, CGVIX may share significant positions with broad-market funds.

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