COPLX Mutual Fund
COPLX Mutual Fund
NAV$230.55
AUM$117M
TER1.15%
Holdings37
See how much of COPLX you already own
COPLX Mutual Fund
NAV$230.55
Copley Fund
AUM$117M
TER1.15%
Holdings37
See how much of COPLX you already own
COPLX Mutual Fund Overlap Analysis
COPLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
COPLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 37 holdings, COPLX may share significant positions with broad-market funds.
COPLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. COPLX tax-loss harvesting finds highly correlated but non-identical funds.