CNROX Mutual Fund
NAV$4.38
TER1.95%
Holdings137
CNROX Mutual Fund
NAV$4.38
City National Rochdale Strategic Credit Fund
TER1.95%
Holdings137
CNROX Mutual Fund Overlap Analysis
CNROX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CNROX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 137 holdings, CNROX may share significant positions with broad-market funds.
CNROX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CNROX tax-loss harvesting finds highly correlated but non-identical funds.