CVAIX Mutual Fund Analysis & Holdings | MarketXLS

CVAIX Mutual Fund

NAV$26.76

AUM$28M

TER0.90%

Holdings50

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CVAIX Mutual Fund

NAV$26.76

Calamos Select Fund Institutional Class

AUM$28M

TER0.90%

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

CVAIX Mutual Fund Overlap Analysis

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

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

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