CMIFX Mutual Fund

NAV$9.63

AUM$315M

TER0.44%

Holdings252

CMIFX Mutual Fund

NAV$9.63

Curasset Capital Management Limited Term Income Fund Founders class

AUM$315M

TER0.44%

Holdings252

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Holdings Overlap Analysis

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

CMIFX Mutual Fund Overlap Analysis

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

CMIFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 252 holdings, CMIFX may share significant positions with broad-market funds.

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