CHNTX Mutual Fund
CHNTX Mutual Fund
NAV$27.03
AUM$167M
Holdings38
See how much of CHNTX you already own
CHNTX Mutual Fund
NAV$27.03
Chestnut Street Exchange Fund
AUM$167M
Holdings38
See how much of CHNTX you already own
CHNTX Mutual Fund Overlap Analysis
CHNTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CHNTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, CHNTX may share significant positions with broad-market funds.
CHNTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CHNTX tax-loss harvesting finds highly correlated but non-identical funds.