CENAX Mutual Fund
NAV$9.70
TER0.66%
Holdings6
CENAX Mutual Fund
NAV$9.70
American Funds College Enrollment Fund Cl 529-A
TER0.66%
Holdings6
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CENAX Mutual Fund Overlap Analysis
CENAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CENAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 6 holdings, CENAX may share significant positions with broad-market funds.
CENAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CENAX tax-loss harvesting finds highly correlated but non-identical funds.