CTYCX Mutual Fund
NAV$13.89
TER1.44%
Holdings14
CTYCX Mutual Fund
NAV$13.89
American Funds College 2030 Fund Class 529-C
TER1.44%
Holdings14
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CTYCX Mutual Fund Overlap Analysis
CTYCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CTYCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 14 holdings, CTYCX may share significant positions with broad-market funds.
CTYCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CTYCX tax-loss harvesting finds highly correlated but non-identical funds.