CCJTX Mutual Fund
CCJTX Mutual Fund
NAV$32.26
TER1.46%
Holdings20
CCJTX Mutual Fund
NAV$32.26
American Funds 2055 Target Date Retirement Fund Cl C
TER1.46%
Holdings20
CCJTX Mutual Fund Overlap Analysis
CCJTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CCJTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, CCJTX may share significant positions with broad-market funds.
CCJTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CCJTX tax-loss harvesting finds highly correlated but non-identical funds.