CIMAX Mutual Fund

NAV$27.87

AUM$49M

TER0.59%

Holdings3,185

CIMAX Mutual Fund

NAV$27.87

The Income Fund of America 529 Series A

AUM$49M

TER0.59%

Holdings3,185

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Holdings Overlap Analysis

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

CIMAX Mutual Fund Overlap Analysis

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

CIMAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3185 holdings, CIMAX may share significant positions with broad-market funds.

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