CCASX Mutual Fund
CCASX Mutual Fund
NAV$65.19
AUM$260M
TER1.10%
Holdings45
See how much of CCASX you already own
CCASX Mutual Fund
NAV$65.19
Conestoga Small Cap Fund
AUM$260M
TER1.10%
Holdings45
See how much of CCASX you already own
CCASX Mutual Fund Overlap Analysis
CCASX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CCASX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 45 holdings, CCASX may share significant positions with broad-market funds.
CCASX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CCASX tax-loss harvesting finds highly correlated but non-identical funds.