CMRAX Mutual Fund
CMRAX Mutual Fund
NAV$10.53
TER1.98%
Holdings55
CMRAX Mutual Fund
NAV$10.53
Calamos Merger Arbitrage Fund Class A
TER1.98%
Holdings55
CMRAX Mutual Fund Overlap Analysis
CMRAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CMRAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 55 holdings, CMRAX may share significant positions with broad-market funds.
CMRAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CMRAX tax-loss harvesting finds highly correlated but non-identical funds.