CNRUX Mutual Fund

NAV$3.16

AUM$2M

TER0.57%

Holdings55

CNRUX Mutual Fund

NAV$3.16

City National Rochdale US Core Equity Fund Institutional Class

AUM$2M

TER0.57%

Holdings55

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Holdings Overlap Analysis

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

CNRUX Mutual Fund Overlap Analysis

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

CNRUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 55 holdings, CNRUX may share significant positions with broad-market funds.

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