CFMVX Mutual Fund
CFMVX Mutual Fund
NAV$27.23
AUM$39M
TER0.71%
Holdings90
See how much of CFMVX you already own
CFMVX Mutual Fund
NAV$27.23
Commerce MidCap Value Fund
AUM$39M
TER0.71%
Holdings90
See how much of CFMVX you already own
CFMVX Mutual Fund Overlap Analysis
CFMVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CFMVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 90 holdings, CFMVX may share significant positions with broad-market funds.
CFMVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CFMVX tax-loss harvesting finds highly correlated but non-identical funds.