CTAKX Mutual Fund

NAV$14.80

TER0.40%

Holdings22

CTAKX Mutual Fund

NAV$14.80

American Funds College 2036 Fund Class 529-F-3

TER0.40%

Holdings22

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

CTAKX Mutual Fund Overlap Analysis

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

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

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