CMGAX Mutual Fund
CMGAX Mutual Fund
NAV$8.99
AUM$3M
TER0.50%
Holdings1,860
See how much of CMGAX you already own
CMGAX Mutual Fund
NAV$8.99
BlackRock Low Duration Bond Portfolio - Investor A1 Class
AUM$3M
TER0.50%
Holdings1,860
See how much of CMGAX you already own
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.