CVGRX Mutual Fund Analysis & Holdings | MarketXLS

CVGRX Mutual Fund

NAV$52.23

AUM$1.1B

TER1.29%

Holdings140

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CVGRX Mutual Fund

NAV$52.23

Calamos Growth Fund Class A

AUM$1.1B

TER1.29%

Holdings140

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

CVGRX Mutual Fund Overlap Analysis

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

CVGRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 140 holdings, CVGRX may share significant positions with broad-market funds.

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