CFMVX Mutual Fund

NAV$28.05

AUM$40M

TER0.70%

Holdings81

CFMVX Mutual Fund

NAV$28.05

Commerce MidCap Value Fund

AUM$40M

TER0.70%

Holdings81

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare CFMVX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings CFMVX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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 81 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.