CMLIX Mutual Fund

NAV$54.06

AUM$565M

TER0.66%

Holdings40

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CMLIX Mutual Fund

NAV$54.06

Congress Large Cap Growth Fund Institutional Class

AUM$565M

TER0.66%

Holdings40

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

Compare CMLIX 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 CMLIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CMLIX Mutual Fund Overlap Analysis

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

CMLIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 40 holdings, CMLIX may share significant positions with broad-market funds.

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