CNSAX Mutual Fund
CNSAX Mutual Fund
NAV$28.73
AUM$460M
TER0.96%
Holdings133
See how much of CNSAX you already own
CNSAX Mutual Fund
NAV$28.73
Invesco Convertible Securities Fund Class A
AUM$460M
TER0.96%
Holdings133
See how much of CNSAX you already own
CNSAX Mutual Fund Overlap Analysis
CNSAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CNSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 133 holdings, CNSAX may share significant positions with broad-market funds.
CNSAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CNSAX tax-loss harvesting finds highly correlated but non-identical funds.