CWXAX Mutual Fund

NAV$9.87

AUM$10M

TER2.31%

Holdings14

See how much of CWXAX you already own

Just $25 once·$69/mo·Download sample

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CWXAX Mutual Fund

NAV$9.87

Catalyst Systematic High Income Fund Class A

AUM$10M

TER2.31%

Holdings14

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

CWXAX Mutual Fund Overlap Analysis

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

CWXAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 14 holdings, CWXAX may share significant positions with broad-market funds.

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