MRESX Mutual Fund
MRESX Mutual Fund
NAV$13.15
AUM$53M
TER1.12%
Holdings59
See how much of MRESX you already own
MRESX Mutual Fund
NAV$13.15
Cromwell CenterSquare Real Estate Fund Investor Class
AUM$53M
TER1.12%
Holdings59
See how much of MRESX you already own
MRESX Mutual Fund Overlap Analysis
MRESX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MRESX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 59 holdings, MRESX may share significant positions with broad-market funds.
MRESX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MRESX tax-loss harvesting finds highly correlated but non-identical funds.