CMIDX Mutual Fund
CMIDX Mutual Fund
NAV$21.12
AUM$24M
TER1.08%
Holdings38
See how much of CMIDX you already own
CMIDX Mutual Fund
NAV$21.12
Congress Mid Cap Growth Fund Retail Class
AUM$24M
TER1.08%
Holdings38
See how much of CMIDX you already own
CMIDX Mutual Fund Overlap Analysis
CMIDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CMIDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, CMIDX may share significant positions with broad-market funds.
CMIDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CMIDX tax-loss harvesting finds highly correlated but non-identical funds.