CSDIX Mutual Fund

NAV$19.81

AUM$4.3B

TER0.85%

Holdings51

See how much of CSDIX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

CSDIX Mutual Fund

NAV$19.81

Cohen & Steers Real Estate Securities Fund Class I

AUM$4.3B

TER0.85%

Holdings51

See how much of CSDIX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

CSDIX Mutual Fund Overlap Analysis

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

CSDIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 51 holdings, CSDIX may share significant positions with broad-market funds.

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