CWFIX Mutual Fund

NAV$9.54

AUM$165M

TER0.49%

Holdings80

CWFIX Mutual Fund

NAV$9.54

Carillon Chartwell Short Duration High Yield Fund Class I

AUM$165M

TER0.49%

Holdings80

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Holdings Overlap Analysis

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

CWFIX Mutual Fund Overlap Analysis

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

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

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