CIRRX Mutual Fund Analysis & Holdings | MarketXLS

CIRRX Mutual Fund

NAV$19.71

AUM$20M

TER1.25%

Holdings51

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CIRRX Mutual Fund

NAV$19.71

Cohen & Steers Real Estate Securities Fund Inc. Class R

AUM$20M

TER1.25%

Holdings51

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 CIRRX 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 CIRRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CIRRX Mutual Fund Overlap Analysis

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

CIRRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 51 holdings, CIRRX may share significant positions with broad-market funds.

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