CNSFX Mutual Fund Analysis & Holdings | MarketXLS

CNSFX Mutual Fund

NAV$28.84

AUM$49M

TER0.61%

Holdings133

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

CNSFX Mutual Fund

NAV$28.84

Invesco Convertible Securities Fund Class R6

AUM$49M

TER0.61%

Holdings133

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 CNSFX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings CNSFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CNSFX Mutual Fund Overlap Analysis

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

CNSFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 133 holdings, CNSFX may share significant positions with broad-market funds.

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