CMNWX Mutual Fund

NAV$91.67

AUM$1.5B

TER0.73%

Holdings95

CMNWX Mutual Fund

NAV$91.67

Principal Capital Appreciation Fund Class A

AUM$1.5B

TER0.73%

Holdings95

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Holdings Overlap Analysis

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

CMNWX Mutual Fund Overlap Analysis

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

CMNWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 95 holdings, CMNWX may share significant positions with broad-market funds.

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