CMMSX Mutual Fund
CMMSX Mutual Fund
NAV$12.51
TER0.41%
Holdings8
See how much of CMMSX you already own
CMMSX Mutual Fund
NAV$12.51
Catholic Responsible Investments Magnus 60/40 Beta Plus Fund Class Institutional
TER0.41%
Holdings8
See how much of CMMSX you already own
CMMSX Mutual Fund Overlap Analysis
CMMSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CMMSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, CMMSX may share significant positions with broad-market funds.
CMMSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CMMSX tax-loss harvesting finds highly correlated but non-identical funds.