CMNWX Mutual Fund
CMNWX Mutual Fund
NAV$92.09
AUM$1.5B
TER0.73%
Holdings101
See how much of CMNWX you already own
CMNWX Mutual Fund
NAV$92.09
Principal Capital Appreciation Fund Class A
AUM$1.5B
TER0.73%
Holdings101
See how much of CMNWX you already own
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 101 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.