CNPEX Mutual Fund

NAV$69.35

AUM$49M

TER0.98%

Holdings283

CNPEX Mutual Fund

NAV$69.35

New Perspective Fund Class 529-E

AUM$49M

TER0.98%

Holdings283

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Holdings Overlap Analysis

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

CNPEX Mutual Fund Overlap Analysis

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

CNPEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 283 holdings, CNPEX may share significant positions with broad-market funds.

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