CNSDX Mutual Fund
CNSDX Mutual Fund
NAV$28.02
TER0.71%
Holdings186
See how much of CNSDX you already own
CNSDX Mutual Fund
NAV$28.02
Invesco Convertible Securities Fund Class Y
TER0.71%
Holdings186
See how much of CNSDX you already own
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 186 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.