CHTYX Mutual Fund

NAV$23.52

AUM$94M

TER0.76%

Holdings72

CHTYX Mutual Fund

NAV$23.52

Invesco Charter Fund Class Y

AUM$94M

TER0.76%

Holdings72

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Holdings Overlap Analysis

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

CHTYX Mutual Fund Overlap Analysis

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

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

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