CHTRX Mutual Fund

NAV$23.28

TER1.01%

Holdings72

CHTRX Mutual Fund

NAV$23.28

Invesco Charter Fund Class A

TER1.01%

Holdings72

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Holdings Overlap Analysis

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

CHTRX Mutual Fund Overlap Analysis

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

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

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