CRIAX Mutual Fund
CRIAX Mutual Fund
NAV$13.89
AUM$167M
TER1.02%
Holdings45
CRIAX Mutual Fund
NAV$13.89
CRM Small/Mid Cap Value Fund Insti Cl
AUM$167M
TER1.02%
Holdings45
CRIAX Mutual Fund Overlap Analysis
CRIAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CRIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 45 holdings, CRIAX may share significant positions with broad-market funds.
CRIAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CRIAX tax-loss harvesting finds highly correlated but non-identical funds.