CMCMX Mutual Fund
CMCMX Mutual Fund
NAV$10.57
AUM$3M
TER1.50%
Holdings30
See how much of CMCMX you already own
CMCMX Mutual Fund
NAV$10.57
Conestoga Discovery Fund Class Investor
AUM$3M
TER1.50%
Holdings30
See how much of CMCMX you already own
CMCMX Mutual Fund Overlap Analysis
CMCMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CMCMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 30 holdings, CMCMX may share significant positions with broad-market funds.
CMCMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CMCMX tax-loss harvesting finds highly correlated but non-identical funds.