CRATX Mutual Fund

NAV$9.43

AUM$31M

TER0.77%

Holdings2,572

CRATX Mutual Fund

NAV$9.43

CCM Community Impact Bond Fund Retail Shares

AUM$31M

TER0.77%

Holdings2,572

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Holdings Overlap Analysis

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

CRATX Mutual Fund Overlap Analysis

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

CRATX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2572 holdings, CRATX may share significant positions with broad-market funds.

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