CSOAX Mutual Fund Analysis & Holdings | MarketXLS

CSOAX Mutual Fund

NAV$9.14

AUM$56M

TER1.04%

Holdings589

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CSOAX Mutual Fund

NAV$9.14

Credit Suisse Strategic Income Fund Cl A

AUM$56M

TER1.04%

Holdings589

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

CSOAX Mutual Fund Overlap Analysis

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

CSOAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 589 holdings, CSOAX may share significant positions with broad-market funds.

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