CNRHX Mutual Fund
CNRHX Mutual Fund
TER1.10%
Holdings57
CNRHX Mutual Fund
City National Rochdale Equity Income Fund Class Service
TER1.10%
Holdings57
CNRHX Mutual Fund Overlap Analysis
CNRHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CNRHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 57 holdings, CNRHX may share significant positions with broad-market funds.
CNRHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CNRHX tax-loss harvesting finds highly correlated but non-identical funds.