CVAAX Mutual Fund Analysis & Holdings | MarketXLS

CVAAX Mutual Fund

NAV$25.34

AUM$12M

TER1.15%

Holdings50

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CVAAX Mutual Fund

NAV$25.34

Calamos Select Fund Class A

AUM$12M

TER1.15%

Holdings50

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

CVAAX Mutual Fund Overlap Analysis

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

CVAAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 50 holdings, CVAAX may share significant positions with broad-market funds.

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