CRISX Mutual Fund
CRISX Mutual Fund
NAV$20.86
AUM$48M
TER1.08%
Holdings46
See how much of CRISX you already own
CRISX Mutual Fund
NAV$20.86
CRM Small Cap Value Fund Institutional Shares
AUM$48M
TER1.08%
Holdings46
See how much of CRISX you already own
CRISX Mutual Fund Overlap Analysis
CRISX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CRISX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 46 holdings, CRISX may share significant positions with broad-market funds.
CRISX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CRISX tax-loss harvesting finds highly correlated but non-identical funds.