CMDHX Mutual Fund
CMDHX Mutual Fund
NAV$12.84
TER1.67%
Holdings196
See how much of CMDHX you already own
CMDHX Mutual Fund
NAV$12.84
American Funds US Small & Mid Cap Equity Fund Class 529-C
TER1.67%
Holdings196
See how much of CMDHX you already own
CMDHX Mutual Fund Overlap Analysis
CMDHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CMDHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 196 holdings, CMDHX may share significant positions with broad-market funds.
CMDHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CMDHX tax-loss harvesting finds highly correlated but non-identical funds.