CWEAX Mutual Fund

NAV$14.34

AUM$15.98

TER2.27%

Holdings116

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CWEAX Mutual Fund

NAV$14.34

Catalyst/Welton Advantage Multi-Strategy Fund Class A

AUM$15.98

TER2.27%

Holdings116

See how much of CWEAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

CWEAX Mutual Fund Overlap Analysis

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

CWEAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 116 holdings, CWEAX may share significant positions with broad-market funds.

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