CAPTX Mutual Fund

NAV$14.20

AUM$9M

TER2.37%

Holdings18

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Just $25 once·$99/mo·Download sample

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CAPTX Mutual Fund

NAV$14.20

Canterbury Portfolio Thermostat Fund Institutional Class

AUM$9M

TER2.37%

Holdings18

See how much of CAPTX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

CAPTX Mutual Fund Overlap Analysis

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

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

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