CPPEX Mutual Fund

NAV$9.36

AUM$5M

TER0.87%

Holdings2

CPPEX Mutual Fund

NAV$9.36

American Funds Preservation Portfolio Class 529-E

AUM$5M

TER0.87%

Holdings2

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Holdings Overlap Analysis

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

CPPEX Mutual Fund Overlap Analysis

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

CPPEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2 holdings, CPPEX may share significant positions with broad-market funds.

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