CIMEX Mutual Fund
NAV$27.74
AUM$49M
TER0.83%
Holdings3,185
CIMEX Mutual Fund
NAV$27.74
The Income Fund of America 529 Series E
AUM$49M
TER0.83%
Holdings3,185
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CIMEX Mutual Fund Overlap Analysis
CIMEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CIMEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3185 holdings, CIMEX may share significant positions with broad-market funds.
CIMEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CIMEX tax-loss harvesting finds highly correlated but non-identical funds.