CSMEX Mutual Fund

NAV$27.37

AUM$41M

TER1.25%

Holdings125

CSMEX Mutual Fund

NAV$27.37

Carillon Scout Mid Cap Fund Class A

AUM$41M

TER1.25%

Holdings125

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Holdings Overlap Analysis

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

CSMEX Mutual Fund Overlap Analysis

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

CSMEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 125 holdings, CSMEX may share significant positions with broad-market funds.

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