CVFCX Mutual Fund Analysis & Holdings | MarketXLS

CVFCX Mutual Fund

NAV$18.64

AUM$267M

TER0.80%

Holdings68

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CVFCX Mutual Fund

NAV$18.64

Victory Pioneer Disciplined Value Fund Class A

AUM$267M

TER0.80%

Holdings68

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

CVFCX Mutual Fund Overlap Analysis

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

CVFCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 68 holdings, CVFCX may share significant positions with broad-market funds.

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