CCMAX Mutual Fund

NAV$9.34

AUM$590,395.14

TER0.80%

Holdings34

CCMAX Mutual Fund

NAV$9.34

Conestoga Mid Cap Fund Institutional Class

AUM$590,395.14

TER0.80%

Holdings34

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Holdings Overlap Analysis

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

CCMAX Mutual Fund Overlap Analysis

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

CCMAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, CCMAX may share significant positions with broad-market funds.

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