CFNAX Mutual Fund
CFNAX Mutual Fund
NAV$102.30
AUM$49M
TER0.62%
Holdings240
See how much of CFNAX you already own
CFNAX Mutual Fund
NAV$102.30
American Funds Fundamental Investors Class 529-A
AUM$49M
TER0.62%
Holdings240
See how much of CFNAX you already own
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 240 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.