CFNAX Mutual Fund Analysis & Holdings | MarketXLS

CFNAX Mutual Fund

NAV$104.26

AUM$49M

TER0.62%

Holdings218

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CFNAX Mutual Fund

NAV$104.26

American Funds Fundamental Investors Class 529-A

AUM$49M

TER0.62%

Holdings218

See inside every fund you own

$45/quarter 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 CFNAX 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 CFNAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CFNAX Mutual Fund Overlap Analysis

CFNAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

CFNAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 218 holdings, CFNAX may share significant positions with broad-market funds.

CFNAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CFNAX tax-loss harvesting finds highly correlated but non-identical funds.