CWXIX Mutual Fund Analysis & Holdings | MarketXLS

CWXIX Mutual Fund

NAV$10.11

AUM$18M

TER2.06%

Holdings14

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CWXIX Mutual Fund

NAV$10.11

Catalyst Systematic High Income Fund Class I

AUM$18M

TER2.06%

Holdings14

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

CWXIX Mutual Fund Overlap Analysis

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

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

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