CMIRX Mutual Fund
CMIRX Mutual Fund
NAV$10.87
AUM$3M
TER1.25%
Holdings30
See how much of CMIRX you already own
CMIRX Mutual Fund
NAV$10.87
Conestoga Discovery Fund Class Institutional
AUM$3M
TER1.25%
Holdings30
See how much of CMIRX you already own
CMIRX Mutual Fund Overlap Analysis
CMIRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CMIRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 30 holdings, CMIRX may share significant positions with broad-market funds.
CMIRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CMIRX tax-loss harvesting finds highly correlated but non-identical funds.