CPAEX Mutual Fund Holdings Overlap Calculator | MarketXLS

CPAEX Mutual Fund

NAV$24.58

AUM$51M

TER1.87%

Holdings350

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CPAEX Mutual Fund

NAV$24.58

Counterpoint Tactical Equity Fund Class A

AUM$51M

TER1.87%

Holdings350

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare CPAEX 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 CPAEX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CPAEX Mutual Fund Overlap Analysis

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

CPAEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 350 holdings, CPAEX may share significant positions with broad-market funds.

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