CSCAX Mutual Fund
CSCAX Mutual Fund
NAV$28.42
AUM$17M
TER1.27%
Holdings2
CSCAX Mutual Fund
NAV$28.42
Cove Street Capital Small Cap Value Fund Inst Cl
AUM$17M
TER1.27%
Holdings2
CSCAX Mutual Fund Overlap Analysis
CSCAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CSCAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2 holdings, CSCAX may share significant positions with broad-market funds.
CSCAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CSCAX tax-loss harvesting finds highly correlated but non-identical funds.