CCDTX Mutual Fund

NAV$16.58

AUM$179M

TER1.38%

Holdings21

CCDTX Mutual Fund

NAV$16.58

American Funds 2025 Target Date Retirement Income Fund Class C

AUM$179M

TER1.38%

Holdings21

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Holdings Overlap Analysis

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

CCDTX Mutual Fund Overlap Analysis

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

CCDTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, CCDTX may share significant positions with broad-market funds.

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