CAPPX Mutual Fund

TER2.62%

Holdings18

CAPPX Mutual Fund

Canterbury Portfolio Thermostat Fund Investor Class

TER2.62%

Holdings18

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Holdings Overlap Analysis

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

CAPPX Mutual Fund Overlap Analysis

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

CAPPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, CAPPX may share significant positions with broad-market funds.

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