CMIFX Mutual Fund

NAV$9.66

AUM$313M

TER0.44%

Holdings252

See how much of CMIFX you already own

Just $25 once·$69/mo·Download sample

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CMIFX Mutual Fund

NAV$9.66

Curasset Capital Management Limited Term Income Fund Founders class

AUM$313M

TER0.44%

Holdings252

See how much of CMIFX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

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Discover Portfolio Overlap

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

CMIFX Mutual Fund Overlap Analysis

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

CMIFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 252 holdings, CMIFX may share significant positions with broad-market funds.

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