CMUSX Mutual Fund

NAV$10.06

TER0.35%

Holdings9

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CMUSX Mutual Fund

NAV$10.06

Catholic Responsible Investments Magnus 75/25 Fund Class Institutional

TER0.35%

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

CMUSX Mutual Fund Overlap Analysis

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

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

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