CSPFX Mutual Fund

NAV$85.23

AUM$49M

TER1.13%

Holdings857

CSPFX Mutual Fund

NAV$85.23

SMALLCAP World Fund Class 529-F1

AUM$49M

TER1.13%

Holdings857

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Holdings Overlap Analysis

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

CSPFX Mutual Fund Overlap Analysis

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

CSPFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 857 holdings, CSPFX may share significant positions with broad-market funds.

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