CSTAX Mutual Fund

NAV$12.44

TER0.67%

Holdings13

CSTAX Mutual Fund

NAV$12.44

American Funds College 2027 Fund Class 529-A

TER0.67%

Holdings13

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare CSTAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings CSTAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CSTAX Mutual Fund Overlap Analysis

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

CSTAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 13 holdings, CSTAX may share significant positions with broad-market funds.

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