CRIEX Mutual Fund
CRIEX Mutual Fund
NAV$8.79
AUM$13M
TER1.20%
Holdings49
See how much of CRIEX you already own
CRIEX Mutual Fund
NAV$8.79
CRM All Cap Value Fund Institutional Class
AUM$13M
TER1.20%
Holdings49
See how much of CRIEX you already own
CRIEX Mutual Fund Overlap Analysis
CRIEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CRIEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 49 holdings, CRIEX may share significant positions with broad-market funds.
CRIEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CRIEX tax-loss harvesting finds highly correlated but non-identical funds.