CHTVX Mutual Fund

NAV$25.45

TER0.75%

Holdings72

CHTVX Mutual Fund

NAV$25.45

Invesco Charter Fund Class R5

TER0.75%

Holdings72

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Holdings Overlap Analysis

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

CHTVX Mutual Fund Overlap Analysis

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

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

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