CWSHX Mutual Fund

NAV$15.27

AUM$13,480.33

TER2.10%

Holdings76

CWSHX Mutual Fund

NAV$15.27

Carillon Chartwell Small Cap Value Fund Class C

AUM$13,480.33

TER2.10%

Holdings76

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Holdings Overlap Analysis

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

CWSHX Mutual Fund Overlap Analysis

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

CWSHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 76 holdings, CWSHX may share significant positions with broad-market funds.

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