CNRWX Mutual Fund
CNRWX Mutual Fund
NAV$2.71
AUM$244M
TER1.07%
Holdings55
See how much of CNRWX you already own
CNRWX Mutual Fund
NAV$2.71
City National Rochdale US Core Equity Fund Class N
AUM$244M
TER1.07%
Holdings55
See how much of CNRWX you already own
CNRWX Mutual Fund Overlap Analysis
CNRWX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CNRWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 55 holdings, CNRWX may share significant positions with broad-market funds.
CNRWX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CNRWX tax-loss harvesting finds highly correlated but non-identical funds.