CMLIX Mutual Fund
CMLIX Mutual Fund
NAV$52.35
AUM$578M
TER0.66%
Holdings40
See how much of CMLIX you already own
CMLIX Mutual Fund
NAV$52.35
Congress Large Cap Growth Fund Institutional Class
AUM$578M
TER0.66%
Holdings40
See how much of CMLIX you already own
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.