CWEIX Mutual Fund

NAV$15.88

AUM$44M

TER2.02%

Holdings116

CWEIX Mutual Fund

NAV$15.88

Catalyst/Welton Advantage Multi-Strategy Fund Class I

AUM$44M

TER2.02%

Holdings116

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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.