MREZX Mutual Fund
MREZX Mutual Fund
NAV$10.37
AUM$7M
TER0.77%
Holdings59
See how much of MREZX you already own
MREZX Mutual Fund
NAV$10.37
Cromwell CenterSquare Real Estate Fund Class Z
AUM$7M
TER0.77%
Holdings59
See how much of MREZX you already own
MREZX Mutual Fund Overlap Analysis
MREZX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MREZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 59 holdings, MREZX may share significant positions with broad-market funds.
MREZX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MREZX tax-loss harvesting finds highly correlated but non-identical funds.