CSPGX Mutual Fund Holdings Overlap Calculator | MarketXLS

CSPGX Mutual Fund

NAV$11.34

AUM$2M

TER2.27%

Holdings11

See what you own twice

Check CSPGX against your other funds. Free for up to 5.

Check my overlap

CSPGX Mutual Fund

NAV$11.34

Astor Sector Allocation Fund Class C

AUM$2M

TER2.27%

Holdings11

See what you own twice

Check CSPGX against your other funds. Free for up to 5.

Check my overlap

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

Holdings Overlap Analysis

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

CSPGX Mutual Fund Overlap Analysis

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

CSPGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11 holdings, CSPGX may share significant positions with broad-market funds.

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