CCDTX Mutual Fund Analysis & Holdings | MarketXLS

CCDTX Mutual Fund

NAV$16.64

AUM$179M

TER1.38%

Holdings21

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CCDTX Mutual Fund

NAV$16.64

American Funds 2025 Target Date Retirement Income Fund Class C

AUM$179M

TER1.38%

Holdings21

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

CCDTX Mutual Fund Overlap Analysis

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

CCDTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, CCDTX may share significant positions with broad-market funds.

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