CRTSX Mutual Fund
CRTSX Mutual Fund
NAV$13.56
TER0.67%
Holdings410
See how much of CRTSX you already own
CRTSX Mutual Fund
NAV$13.56
Catholic Responsible Investments Multi Style US Equity Fund Class Institutional
TER0.67%
Holdings410
See how much of CRTSX you already own
CRTSX Mutual Fund Overlap Analysis
CRTSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CRTSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 410 holdings, CRTSX may share significant positions with broad-market funds.
CRTSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CRTSX tax-loss harvesting finds highly correlated but non-identical funds.