CCCTX Mutual Fund
NAV$14.57
AUM$137M
TER1.37%
Holdings21
CCCTX Mutual Fund
NAV$14.57
American Funds 2020 Target Date Retirement Income Fund Class C
AUM$137M
TER1.37%
Holdings21
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CCCTX Mutual Fund Overlap Analysis
CCCTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CCCTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, CCCTX may share significant positions with broad-market funds.
CCCTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CCCTX tax-loss harvesting finds highly correlated but non-identical funds.