CMCMX Mutual Fund
NAV$9.98
AUM$2M
TER1.50%
Holdings30
CMCMX Mutual Fund
NAV$9.98
Conestoga Discovery Fund Class Investor
AUM$2M
TER1.50%
Holdings30

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CMCMX Mutual Fund Overlap Analysis
CMCMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CMCMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 30 holdings, CMCMX may share significant positions with broad-market funds.
CMCMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CMCMX tax-loss harvesting finds highly correlated but non-identical funds.