CTHEX Mutual Fund

NAV$14.02

TER0.91%

Holdings14

CTHEX Mutual Fund

NAV$14.02

American Funds College 2030 Fund Class 529-E

TER0.91%

Holdings14

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

CTHEX Mutual Fund Overlap Analysis

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

CTHEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 14 holdings, CTHEX may share significant positions with broad-market funds.

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