CASAX Mutual Fund

NAV$11.38

AUM$664,188.69

TER2.29%

Holdings71

CASAX Mutual Fund

NAV$11.38

Catalyst/Aspect Enhanced Multi-Asset Fund Class A

AUM$664,188.69

TER2.29%

Holdings71

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Holdings Overlap Analysis

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

CASAX Mutual Fund Overlap Analysis

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

CASAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 71 holdings, CASAX may share significant positions with broad-market funds.

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