CSSAX Mutual Fund
CSSAX Mutual Fund
NAV$26.22
AUM$19M
TER1.14%
Holdings88
See how much of CSSAX you already own
CSSAX Mutual Fund
NAV$26.22
Carillon Chartwell Small Cap Fund Class A
AUM$19M
TER1.14%
Holdings88
See how much of CSSAX you already own
CSSAX Mutual Fund Overlap Analysis
CSSAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CSSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 88 holdings, CSSAX may share significant positions with broad-market funds.
CSSAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CSSAX tax-loss harvesting finds highly correlated but non-identical funds.