CAPEX Mutual Fund

NAV$3167.59

AUM$998M

TER0.46%

Holdings1

CAPEX Mutual Fund

NAV$3167.59

Eaton Vance Tax-Managed Growth Fund

AUM$998M

TER0.46%

Holdings1

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Holdings Overlap Analysis

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

CAPEX Mutual Fund Overlap Analysis

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

CAPEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1 holdings, CAPEX may share significant positions with broad-market funds.

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