CCMMX Mutual Fund Analysis & Holdings | MarketXLS

CCMMX Mutual Fund

NAV$9.23

AUM$216,021.13

TER1.05%

Holdings34

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CCMMX Mutual Fund

NAV$9.23

Conestoga Mid Cap Fund Investors Class

AUM$216,021.13

TER1.05%

Holdings34

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

CCMMX Mutual Fund Overlap Analysis

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

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

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