CRMVX Mutual Fund
CRMVX Mutual Fund
NAV$9.98
AUM$261M
TER1.66%
Holdings5
See how much of CRMVX you already own
CRMVX Mutual Fund
NAV$9.98
Potomac Managed Volatility Fund Institutional Class
AUM$261M
TER1.66%
Holdings5
See how much of CRMVX you already own
CRMVX Mutual Fund Overlap Analysis
CRMVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CRMVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 5 holdings, CRMVX may share significant positions with broad-market funds.
CRMVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CRMVX tax-loss harvesting finds highly correlated but non-identical funds.