CDRTX Mutual Fund Analysis & Holdings | MarketXLS

CDRTX Mutual Fund

AUM$440,479.91

TER1.25%

Holdings8

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CDRTX Mutual Fund

Campbell Dynamic Trend Fund Institutional Class

AUM$440,479.91

TER1.25%

Holdings8

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

CDRTX Mutual Fund Overlap Analysis

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

CDRTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, CDRTX may share significant positions with broad-market funds.

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