CTRAX Mutual Fund

NAV$8.94

TER0.90%

Holdings172

CTRAX Mutual Fund

NAV$8.94

Calamos Total Return Bond Fund Class A

TER0.90%

Holdings172

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Holdings Overlap Analysis

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

CTRAX Mutual Fund Overlap Analysis

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

CTRAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 172 holdings, CTRAX may share significant positions with broad-market funds.

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