CWSAX Mutual Fund

NAV$24.58

AUM$322,718.45

TER1.25%

Holdings91

See how much of CWSAX you already own

Just $25 once·$69/mo·Download sample

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CWSAX Mutual Fund

NAV$24.58

Carillon Chartwell Small Cap Growth Fund Class A

AUM$322,718.45

TER1.25%

Holdings91

See how much of CWSAX you already own

Just $25 once·$69/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 CWSAX 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 CWSAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CWSAX Mutual Fund Overlap Analysis

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

CWSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 91 holdings, CWSAX may share significant positions with broad-market funds.

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