CWSRX Mutual Fund

NAV$24.57

AUM$5M

TER0.85%

Holdings91

CWSRX Mutual Fund

NAV$24.57

Carillon Chartwell Small Cap Growth Fund Class R6

AUM$5M

TER0.85%

Holdings91

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Holdings Overlap Analysis

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

CWSRX Mutual Fund Overlap Analysis

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

CWSRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 91 holdings, CWSRX may share significant positions with broad-market funds.

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