CFNCX Mutual Fund
CFNCX Mutual Fund
NAV$102.37
AUM$49M
TER1.38%
Holdings240
See how much of CFNCX you already own
CFNCX Mutual Fund
NAV$102.37
American Funds Fundamental Investors Class 529-C
AUM$49M
TER1.38%
Holdings240
See how much of CFNCX you already own
CFNCX Mutual Fund Overlap Analysis
CFNCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CFNCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 240 holdings, CFNCX may share significant positions with broad-market funds.
CFNCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CFNCX tax-loss harvesting finds highly correlated but non-identical funds.