CHCLX Mutual Fund

NAV$11.61

AUM$538M

TER0.92%

Holdings91

See how much of CHCLX you already own

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CHCLX Mutual Fund

NAV$11.61

AB Discovery Growth Fund Class A

AUM$538M

TER0.92%

Holdings91

See how much of CHCLX 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 CHCLX 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 CHCLX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CHCLX Mutual Fund Overlap Analysis

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

CHCLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 91 holdings, CHCLX may share significant positions with broad-market funds.

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