CMGIX Mutual Fund

CMGIX Mutual Fund

NAV$35.00
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Holdings Overlap Analysis

Compare CMGIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings CMGIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CMGIX Mutual Fund Overlap Analysis

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

CMGIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 60 holdings, CMGIX may share significant positions with broad-market funds.

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