CHRSX Mutual Fund

NAV$23.05

Holdings Overlap Analysis

Compare CHRSX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings CHRSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CHRSX Mutual Fund Overlap Analysis

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

CHRSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 72 holdings, CHRSX may share significant positions with broad-market funds.

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