CPLIX Mutual Fund

NAV$18.23

TER2.19%

Holdings63

CPLIX Mutual Fund

NAV$18.23

Calamos Phineus Long Short Fund Class I

TER2.19%

Holdings63

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Holdings Overlap Analysis

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

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Discover Portfolio Overlap

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

CPLIX Mutual Fund Overlap Analysis

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

CPLIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 63 holdings, CPLIX may share significant positions with broad-market funds.

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