CFMDX Mutual Fund
CFMDX Mutual Fund
NAV$17.33
AUM$13M
TER0.80%
Holdings29
See how much of CFMDX you already own
CFMDX Mutual Fund
NAV$17.33
Clarkston Founders Fund Founders Class
AUM$13M
TER0.80%
Holdings29
See how much of CFMDX you already own
CFMDX Mutual Fund Overlap Analysis
CFMDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CFMDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 29 holdings, CFMDX may share significant positions with broad-market funds.
CFMDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CFMDX tax-loss harvesting finds highly correlated but non-identical funds.