CVTRX Mutual Fund Analysis & Holdings | MarketXLS

CVTRX Mutual Fund

NAV$60.31

AUM$1.1B

TER1.05%

Holdings151

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CVTRX Mutual Fund

NAV$60.31

Calamos Growth and Income Fund Class A

AUM$1.1B

TER1.05%

Holdings151

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

CVTRX Mutual Fund Overlap Analysis

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

CVTRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 151 holdings, CVTRX may share significant positions with broad-market funds.

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