CSQIX Mutual Fund Analysis & Holdings | MarketXLS

CSQIX Mutual Fund

NAV$8.38

AUM$198M

TER0.85%

Holdings251

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CSQIX Mutual Fund

NAV$8.38

Mast Multialternative Strategy Fund Class I

AUM$198M

TER0.85%

Holdings251

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

CSQIX Mutual Fund Overlap Analysis

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

CSQIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 251 holdings, CSQIX may share significant positions with broad-market funds.

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