CTAEX Mutual Fund

NAV$14.05

TER0.99%

Holdings19

CTAEX Mutual Fund

NAV$14.05

American Funds College 2039 Fund Class 529 Class E

TER0.99%

Holdings19

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Holdings Overlap Analysis

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

CTAEX Mutual Fund Overlap Analysis

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

CTAEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 19 holdings, CTAEX may share significant positions with broad-market funds.

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