CRCRX Mutual Fund
CRCRX Mutual Fund
NAV$11.00
AUM$2M
TER1.93%
Holdings44
CRCRX Mutual Fund
NAV$11.00
NYLI CBRE Real Estate Fund Class C
AUM$2M
TER1.93%
Holdings44
CRCRX Mutual Fund Overlap Analysis
CRCRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CRCRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 44 holdings, CRCRX may share significant positions with broad-market funds.
CRCRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CRCRX tax-loss harvesting finds highly correlated but non-identical funds.