CONIX Mutual Fund

NAV$13.24

AUM$323,800

TER0.75%

Holdings96

CONIX Mutual Fund

NAV$13.24

Lazard US Convertibles Portfolio Institutional Class Institutional

AUM$323,800

TER0.75%

Holdings96

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare CONIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings CONIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CONIX Mutual Fund Overlap Analysis

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

CONIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 96 holdings, CONIX may share significant positions with broad-market funds.

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