CTASX Mutual Fund

NAV$54.14

TER1.30%

Holdings89

CTASX Mutual Fund

NAV$54.14

Calamos Timpani Small Cap Growth Fund Class A

TER1.30%

Holdings89

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Holdings Overlap Analysis

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

CTASX Mutual Fund Overlap Analysis

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

CTASX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 89 holdings, CTASX may share significant positions with broad-market funds.

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