CMFIX Mutual Fund
CMFIX Mutual Fund
NAV$11.42
AUM$32M
TER0.87%
Holdings84
See how much of CMFIX you already own
CMFIX Mutual Fund
NAV$11.42
CM Advisors Fixed Income Fund
AUM$32M
TER0.87%
Holdings84
See how much of CMFIX you already own
CMFIX Mutual Fund Overlap Analysis
CMFIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CMFIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 84 holdings, CMFIX may share significant positions with broad-market funds.
CMFIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CMFIX tax-loss harvesting finds highly correlated but non-identical funds.