CMBEX Mutual Fund

NAV$8.65

AUM$245M

TER0.36%

Holdings267

CMBEX Mutual Fund

NAV$8.65

Curasset Capital Management Core Bond Fund Founders class

AUM$245M

TER0.36%

Holdings267

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Holdings Overlap Analysis

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

CMBEX Mutual Fund Overlap Analysis

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

CMBEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 267 holdings, CMBEX may share significant positions with broad-market funds.

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