CDCDX Mutual Fund
CDCDX Mutual Fund
NAV$8.91
AUM$115M
TER1.00%
Holdings214
See how much of CDCDX you already own
CDCDX Mutual Fund
NAV$8.91
The Community Development Fund Class A
AUM$115M
TER1.00%
Holdings214
See how much of CDCDX you already own
CDCDX Mutual Fund Overlap Analysis
CDCDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CDCDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 214 holdings, CDCDX may share significant positions with broad-market funds.
CDCDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CDCDX tax-loss harvesting finds highly correlated but non-identical funds.