CRMMX Mutual Fund
CRMMX Mutual Fund
NAV$25.47
AUM$115M
TER1.22%
Holdings51
CRMMX Mutual Fund
NAV$25.47
CRM Mid Cap Value Fund Investor Class
AUM$115M
TER1.22%
Holdings51
CRMMX Mutual Fund Overlap Analysis
CRMMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CRMMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 51 holdings, CRMMX may share significant positions with broad-market funds.
CRMMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CRMMX tax-loss harvesting finds highly correlated but non-identical funds.