CSMUX Mutual Fund

NAV$27.46

AUM$595M

TER0.85%

Holdings125

CSMUX Mutual Fund

NAV$27.46

Carillon Scout Mid Cap Fund Class R-6

AUM$595M

TER0.85%

Holdings125

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Holdings Overlap Analysis

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

CSMUX Mutual Fund Overlap Analysis

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

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

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