COGIX Mutual Fund Analysis & Holdings | MarketXLS

COGIX Mutual Fund

NAV$12.29

AUM$5M

TER2.34%

Holdings9

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

COGIX Mutual Fund

NAV$12.29

AXS Market Neutral Fund Class I

AUM$5M

TER2.34%

Holdings9

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

COGIX Mutual Fund Overlap Analysis

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

COGIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, COGIX may share significant positions with broad-market funds.

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