CVKFX Mutual Fund Holdings Overlap Calculator | MarketXLS

CVKFX Mutual Fund

NAV$19.02

AUM$3M

TER0.45%

Holdings68

See what you own twice

Check CVKFX against your other funds. Free for up to 5.

Check my overlap

CVKFX Mutual Fund

NAV$19.02

Victory Pioneer Disciplined Value Fund Class R6

AUM$3M

TER0.45%

Holdings68

See what you own twice

Check CVKFX against your other funds. Free for up to 5.

Check my overlap

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

CVKFX Mutual Fund Overlap Analysis

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

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

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