CCBTX Mutual Fund

NAV$13.32

AUM$46M

TER1.37%

Holdings18

CCBTX Mutual Fund

NAV$13.32

American Funds 2015 Target Date Retirement Income Fund Class C

AUM$46M

TER1.37%

Holdings18

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Holdings Overlap Analysis

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

CCBTX Mutual Fund Overlap Analysis

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

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

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