CTAHX Mutual Fund

NAV$14.57

TER0.46%

Holdings22

CTAHX Mutual Fund

NAV$14.57

American Funds College 2036 Fund Class 529-F2

TER0.46%

Holdings22

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Holdings Overlap Analysis

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

CTAHX Mutual Fund Overlap Analysis

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

CTAHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 22 holdings, CTAHX may share significant positions with broad-market funds.

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