CITAX Mutual Fund

NAV$9.71

AUM$49M

TER0.76%

Holdings1,018

CITAX Mutual Fund

NAV$9.71

American High-Income Trust Fund Class 529A

AUM$49M

TER0.76%

Holdings1,018

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Holdings Overlap Analysis

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

CITAX Mutual Fund Overlap Analysis

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

CITAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1018 holdings, CITAX may share significant positions with broad-market funds.

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