CVRDX Mutual Fund Analysis & Holdings | MarketXLS

CVRDX Mutual Fund

NAV$15.16

AUM$66M

TER1.15%

Holdings119

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CVRDX Mutual Fund

NAV$15.16

Connors Hedged Equity Fund Class Institutional

AUM$66M

TER1.15%

Holdings119

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

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Discover Portfolio Overlap

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

CVRDX Mutual Fund Overlap Analysis

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

CVRDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 119 holdings, CVRDX may share significant positions with broad-market funds.

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