XCCIFX Mutual Fund
XCCIFX Mutual Fund
NAV$2.80
AUM$56M
TER13.82%
Holdings45
XCCIFX Mutual Fund
NAV$2.80
Carlyle Credit Income Fund
AUM$56M
TER13.82%
Holdings45
XCCIFX Mutual Fund Overlap Analysis
XCCIFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
XCCIFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 45 holdings, XCCIFX may share significant positions with broad-market funds.
XCCIFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. XCCIFX tax-loss harvesting finds highly correlated but non-identical funds.