CMLFX Mutual Fund
NAV$63.68
AUM$49M
TER0.69%
Holdings157
CMLFX Mutual Fund
NAV$63.68
American Mutual Fund
AUM$49M
TER0.69%
Holdings157
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CMLFX Mutual Fund Overlap Analysis
CMLFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CMLFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 157 holdings, CMLFX may share significant positions with broad-market funds.
CMLFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CMLFX tax-loss harvesting finds highly correlated but non-identical funds.