CANEX Mutual Fund

NAV$9.01

TER0.90%

Holdings2,543

CANEX Mutual Fund

NAV$9.01

American Funds Strategic Bond Fund Class 529-E

TER0.90%

Holdings2,543

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Holdings Overlap Analysis

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

CANEX Mutual Fund Overlap Analysis

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

CANEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2543 holdings, CANEX may share significant positions with broad-market funds.

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