CMASX Mutual Fund Analysis & Holdings | MarketXLS

CMASX Mutual Fund

NAV$12.16

TER0.82%

Holdings24

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CMASX Mutual Fund

NAV$12.16

Invesco Select Risk Moderately Conservative Investor Fund Class S

TER0.82%

Holdings24

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

CMASX Mutual Fund Overlap Analysis

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

CMASX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, CMASX may share significant positions with broad-market funds.

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