CTRCX Mutual Fund

NAV$8.88

TER1.65%

Holdings172

CTRCX Mutual Fund

NAV$8.88

Calamos Total Return Bond Fund Class C

TER1.65%

Holdings172

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Holdings Overlap Analysis

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

CTRCX Mutual Fund Overlap Analysis

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

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

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