CRMEX Mutual Fund Analysis & Holdings | MarketXLS

CRMEX Mutual Fund

NAV$8.26

AUM$8M

TER1.45%

Holdings49

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

CRMEX Mutual Fund

NAV$8.26

CRM All Cap Value Fund Investor Class

AUM$8M

TER1.45%

Holdings49

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

Compare With

🔍

Discover Portfolio Overlap

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

CRMEX Mutual Fund Overlap Analysis

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

CRMEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 49 holdings, CRMEX may share significant positions with broad-market funds.

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