CMUSX Mutual Fund
CMUSX Mutual Fund
NAV$9.80
TER0.51%
Holdings9
See how much of CMUSX you already own
CMUSX Mutual Fund
NAV$9.80
Catholic Responsible Investments Magnus 75/25 Fund Class Institutional
TER0.51%
Holdings9
See how much of CMUSX you already own
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.