CWECX Mutual Fund Analysis & Holdings | MarketXLS

CWECX Mutual Fund

NAV$15.08

AUM$344,833.21

TER3.02%

Holdings116

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CWECX Mutual Fund

NAV$15.08

Catalyst/Welton Advantage Multi-Strategy Fund Class C

AUM$344,833.21

TER3.02%

Holdings116

See inside every fund you own

$149/yr 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 CWECX 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 CWECX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CWECX Mutual Fund Overlap Analysis

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

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

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