CFMDX Mutual Fund

NAV$17.54

AUM$13M

TER0.80%

Holdings29

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$99/yr Pro · Cancel anytime

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CFMDX Mutual Fund

NAV$17.54

Clarkston Founders Fund Founders Class

AUM$13M

TER0.80%

Holdings29

See inside every fund you own

$99/yr 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 CFMDX 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 CFMDX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.