CSSJX Mutual Fund
CSSJX Mutual Fund
NAV$23.47
AUM$796,855.83
TER1.87%
Holdings88
See how much of CSSJX you already own
CSSJX Mutual Fund
NAV$23.47
Carillon Chartwell Small Cap Fund Class C
AUM$796,855.83
TER1.87%
Holdings88
See how much of CSSJX you already own
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 88 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.