CWFCX Mutual Fund

NAV$9.44

AUM$279,083.56

TER1.52%

Holdings80

See how much of CWFCX you already own

Just $25 once·$99/mo·Download sample

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CWFCX Mutual Fund

NAV$9.44

Carillon Chartwell Short Duration High Yield Fund Class C

AUM$279,083.56

TER1.52%

Holdings80

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

CWFCX Mutual Fund Overlap Analysis

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

CWFCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 80 holdings, CWFCX may share significant positions with broad-market funds.

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