CWFRX Mutual Fund Analysis & Holdings | MarketXLS

CWFRX Mutual Fund

NAV$9.56

AUM$165M

TER0.39%

Holdings80

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CWFRX Mutual Fund

NAV$9.56

Carillon Chartwell Short Duration High Yield Fund Class R6

AUM$165M

TER0.39%

Holdings80

See inside every fund you own

$45/quarter 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 CWFRX 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 CWFRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CWFRX Mutual Fund Overlap Analysis

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

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

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