CMFEX Mutual Fund

NAV$8.67

TER0.92%

Holdings1,263

CMFEX Mutual Fund

NAV$8.67

American Funds Mortgage Fund Class 529-E

TER0.92%

Holdings1,263

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Holdings Overlap Analysis

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

CMFEX Mutual Fund Overlap Analysis

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

CMFEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1263 holdings, CMFEX may share significant positions with broad-market funds.

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