CTASX Mutual Fund

NAV$57.67

TER1.30%

Holdings97

See how much of CTASX you already own

Just $25 once·$69/mo·Download sample

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CTASX Mutual Fund

NAV$57.67

Calamos Timpani Small Cap Growth Fund Class A

TER1.30%

Holdings97

See how much of CTASX you already own

Just $25 once·$69/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 CTASX 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 CTASX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CTASX Mutual Fund Overlap Analysis

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

CTASX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 97 holdings, CTASX may share significant positions with broad-market funds.

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