CVLOX Mutual Fund Analysis & Holdings | MarketXLS

CVLOX Mutual Fund

NAV$14.77

AUM$87M

TER1.22%

Holdings98

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CVLOX Mutual Fund

NAV$14.77

Calamos Global Opportunities Fund Class A

AUM$87M

TER1.22%

Holdings98

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

CVLOX Mutual Fund Overlap Analysis

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

CVLOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 98 holdings, CVLOX may share significant positions with broad-market funds.

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