CRDYX Mutual Fund Analysis & Holdings | MarketXLS

CRDYX Mutual Fund

NAV$8.17

AUM$3M

TER4.16%

Holdings31

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CRDYX Mutual Fund

NAV$8.17

WisdomTree Private Credit and Alternative Income Digital Fund

AUM$3M

TER4.16%

Holdings31

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare CRDYX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings CRDYX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CRDYX Mutual Fund Overlap Analysis

CRDYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

CRDYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, CRDYX may share significant positions with broad-market funds.

CRDYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CRDYX tax-loss harvesting finds highly correlated but non-identical funds.