CMBIX Mutual Fund

NAV$8.72

AUM$177,839.86

TER0.51%

Holdings267

See how much of CMBIX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

CMBIX Mutual Fund

NAV$8.72

Curasset Capital Management Core Bond Fund Institutional Class

AUM$177,839.86

TER0.51%

Holdings267

See how much of CMBIX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare CMBIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings CMBIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CMBIX Mutual Fund Overlap Analysis

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

CMBIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 267 holdings, CMBIX may share significant positions with broad-market funds.

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