CROVX Mutual Fund
NAV$9.26
TER0.56%
Holdings360
CROVX Mutual Fund
NAV$9.26
Catholic Responsible Investments Opportunistic Bond Fund Class Investor
TER0.56%
Holdings360
See inside every mutual fund you own
$49$29/moFirst 500. Cancel anytime.
CROVX Mutual Fund Overlap Analysis
CROVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CROVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 360 holdings, CROVX may share significant positions with broad-market funds.
CROVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CROVX tax-loss harvesting finds highly correlated but non-identical funds.