CTKEX Mutual Fund

NAV$14.50

TER0.96%

Holdings22

CTKEX Mutual Fund

NAV$14.50

American Funds College 2036 Fund 529 Series E

TER0.96%

Holdings22

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Holdings Overlap Analysis

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

CTKEX Mutual Fund Overlap Analysis

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

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

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