CRDSX Mutual Fund
CRDSX Mutual Fund
NAV$9.56
TER0.35%
Holdings484
See how much of CRDSX you already own
CRDSX Mutual Fund
NAV$9.56
Catholic Responsible Investments Short Duration Bond Fund Class Institutional
TER0.35%
Holdings484
See how much of CRDSX you already own
CRDSX Mutual Fund Overlap Analysis
CRDSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CRDSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 484 holdings, CRDSX may share significant positions with broad-market funds.
CRDSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CRDSX tax-loss harvesting finds highly correlated but non-identical funds.