CWSBX Mutual Fund

NAV$24.27

AUM$286,269.18

TER2.00%

Holdings91

See how much of CWSBX you already own

Just $25 once·$69/mo·Download sample

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CWSBX Mutual Fund

NAV$24.27

Carillon Chartwell Small Cap Growth Fund Class C

AUM$286,269.18

TER2.00%

Holdings91

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

CWSBX Mutual Fund Overlap Analysis

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

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

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