CWEIX Mutual Fund

NAV$15.90

AUM$44M

TER2.02%

Holdings116

See how much of CWEIX you already own

Just $25 once·$99/mo·Download sample

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CWEIX Mutual Fund

NAV$15.90

Catalyst/Welton Advantage Multi-Strategy Fund Class I

AUM$44M

TER2.02%

Holdings116

See how much of CWEIX 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 CWEIX 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 CWEIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CWEIX Mutual Fund Overlap Analysis

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

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

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