CXGCX Mutual Fund
CXGCX Mutual Fund
NAV$16.33
AUM$119M
TER1.08%
Holdings110
See how much of CXGCX you already own
CXGCX Mutual Fund
NAV$16.33
Calamos Global Convertible Fund Class I
AUM$119M
TER1.08%
Holdings110
See how much of CXGCX you already own
CXGCX Mutual Fund Overlap Analysis
CXGCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CXGCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 110 holdings, CXGCX may share significant positions with broad-market funds.
CXGCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CXGCX tax-loss harvesting finds highly correlated but non-identical funds.