CFNTX Mutual Fund
CFNTX Mutual Fund
NAV$10.31
AUM$33M
TER0.81%
Holdings39
See how much of CFNTX you already own
CFNTX Mutual Fund
NAV$10.31
Green California Tax-Free Income Fund Investor Class
AUM$33M
TER0.81%
Holdings39
See how much of CFNTX you already own
CFNTX Mutual Fund Overlap Analysis
CFNTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CFNTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, CFNTX may share significant positions with broad-market funds.
CFNTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CFNTX tax-loss harvesting finds highly correlated but non-identical funds.