CMPSX Mutual Fund

NAV$12.19

TER0.32%

Holdings9

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CMPSX Mutual Fund

NAV$12.19

Catholic Responsible Investments Magnus 60/40 Alpha Plus Fund Class Institutional

TER0.32%

Holdings9

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

CMPSX Mutual Fund Overlap Analysis

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

CMPSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, CMPSX may share significant positions with broad-market funds.

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