CNRVX Mutual Fund
CNRVX Mutual Fund
NAV$2.88
TER0.82%
Holdings55
CNRVX Mutual Fund
NAV$2.88
City National Rochdale US Core Equity Fund Servicing Class
TER0.82%
Holdings55
CNRVX Mutual Fund Overlap Analysis
CNRVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CNRVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 55 holdings, CNRVX may share significant positions with broad-market funds.
CNRVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CNRVX tax-loss harvesting finds highly correlated but non-identical funds.