CHNTX Mutual Fund
CHNTX Mutual Fund
NAV$27.03
AUM$167M
Holdings38
CHNTX Mutual Fund
NAV$27.03
Chestnut Street Exchange Fund
AUM$167M
Holdings38
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.