CMGAX Mutual Fund Analysis & Holdings | MarketXLS

CMGAX Mutual Fund

NAV$9.07

AUM$3M

TER0.50%

Holdings1,860

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

CMGAX Mutual Fund

NAV$9.07

BlackRock Low Duration Bond Portfolio - Investor A1 Class

AUM$3M

TER0.50%

Holdings1,860

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

CMGAX Mutual Fund Overlap Analysis

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

CMGAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1860 holdings, CMGAX may share significant positions with broad-market funds.

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