CSSJX Mutual Fund

NAV$22.13

AUM$673,781.26

TER1.87%

Holdings96

See how much of CSSJX you already own

Just $25 once·$99/mo·Download sample

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CSSJX Mutual Fund

NAV$22.13

Carillon Chartwell Small Cap Fund Class C

AUM$673,781.26

TER1.87%

Holdings96

See how much of CSSJX 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 CSSJX 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 CSSJX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CSSJX Mutual Fund Overlap Analysis

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

CSSJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 96 holdings, CSSJX may share significant positions with broad-market funds.

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