CASIX Mutual Fund

NAV$11.45

AUM$34M

TER2.04%

Holdings71

CASIX Mutual Fund

NAV$11.45

Catalyst/Aspect Enhanced Multi-Asset Fund Class I

AUM$34M

TER2.04%

Holdings71

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Holdings Overlap Analysis

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

CASIX Mutual Fund Overlap Analysis

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

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

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