MRESX Mutual Fund
NAV$13.21
AUM$53M
TER1.09%
Holdings59
MRESX Mutual Fund
NAV$13.21
Cromwell CenterSquare Real Estate Fund Investor Class
AUM$53M
TER1.09%
Holdings59
See inside every mutual fund you own
$29/moCancel anytime.
MRESX Mutual Fund Overlap Analysis
MRESX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MRESX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 59 holdings, MRESX may share significant positions with broad-market funds.
MRESX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MRESX tax-loss harvesting finds highly correlated but non-identical funds.