CRATX Mutual Fund
CRATX Mutual Fund
NAV$9.46
AUM$31M
TER0.77%
Holdings2,572
See how much of CRATX you already own
CRATX Mutual Fund
NAV$9.46
CCM Community Impact Bond Fund Retail Shares
AUM$31M
TER0.77%
Holdings2,572
See how much of CRATX you already own
CRATX Mutual Fund Overlap Analysis
CRATX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CRATX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2572 holdings, CRATX may share significant positions with broad-market funds.
CRATX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CRATX tax-loss harvesting finds highly correlated but non-identical funds.