CWAIX Mutual Fund Analysis & Holdings | MarketXLS

CWAIX Mutual Fund

NAV$20.15

AUM$50M

TER0.50%

Holdings104

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CWAIX Mutual Fund

NAV$20.15

First Trust Managed Municipal Fund Class I

AUM$50M

TER0.50%

Holdings104

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

CWAIX Mutual Fund Overlap Analysis

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

CWAIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 104 holdings, CWAIX may share significant positions with broad-market funds.

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