CENNX Mutual Fund
CENNX Mutual Fund
NAV$14.33
AUM$4M
TER2.15%
Holdings52
CENNX Mutual Fund
NAV$14.33
Centerstone Investors Fund Class C
AUM$4M
TER2.15%
Holdings52
CENNX Mutual Fund Overlap Analysis
CENNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CENNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 52 holdings, CENNX may share significant positions with broad-market funds.
CENNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CENNX tax-loss harvesting finds highly correlated but non-identical funds.