CMBIX Mutual Fund

NAV$8.70

AUM$178,171.16

TER0.51%

Holdings267

CMBIX Mutual Fund

NAV$8.70

Curasset Capital Management Core Bond Fund Institutional Class

AUM$178,171.16

TER0.51%

Holdings267

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Holdings Overlap Analysis

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

CMBIX Mutual Fund Overlap Analysis

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

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

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