CNSDX Mutual Fund
CNSDX Mutual Fund
NAV$28.88
TER0.71%
Holdings133
CNSDX Mutual Fund
NAV$28.88
Invesco Convertible Securities Fund Class Y
TER0.71%
Holdings133
CNSDX Mutual Fund Overlap Analysis
CNSDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CNSDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 133 holdings, CNSDX may share significant positions with broad-market funds.
CNSDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CNSDX tax-loss harvesting finds highly correlated but non-identical funds.