LIMIX Mutual Fund Analysis & Holdings | MarketXLS

LIMIX Mutual Fund

NAV$8.73

AUM$13M

TER1.10%

Holdings30

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LIMIX Mutual Fund

NAV$8.73

Cromwell Tran Sustainable Focus Fund Class I Shares

AUM$13M

TER1.10%

Holdings30

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 LIMIX 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 LIMIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LIMIX Mutual Fund Overlap Analysis

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

LIMIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 30 holdings, LIMIX may share significant positions with broad-market funds.

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