CHICX Mutual Fund

NAV$6.16

AUM$43M

TER1.70%

Holdings547

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CHICX Mutual Fund

NAV$6.16

Credit Suisse Floating Rate High Income Fund Class C

AUM$43M

TER1.70%

Holdings547

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

CHICX Mutual Fund Overlap Analysis

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

CHICX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 547 holdings, CHICX may share significant positions with broad-market funds.

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