CMMVX Mutual Fund
CMMVX Mutual Fund
NAV$12.28
TER0.56%
Holdings8
See how much of CMMVX you already own
CMMVX Mutual Fund
NAV$12.28
Catholic Responsible Investments Magnus 60/40 Beta Plus Fund Class Investor
TER0.56%
Holdings8
See how much of CMMVX you already own
CMMVX Mutual Fund Overlap Analysis
CMMVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CMMVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, CMMVX may share significant positions with broad-market funds.
CMMVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CMMVX tax-loss harvesting finds highly correlated but non-identical funds.