CTLAX Mutual Fund

NAV$13.94

TER0.70%

Holdings19

CTLAX Mutual Fund

NAV$13.94

American Funds College 2033 Fund Class 529-A

TER0.70%

Holdings19

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Holdings Overlap Analysis

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

CTLAX Mutual Fund Overlap Analysis

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

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

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