CPCTX Mutual Fund

NAV$10.89

AUM$75M

TER2.87%

Holdings32

CPCTX Mutual Fund

NAV$10.89

Counterpoint Tactical Income Fund Class C

AUM$75M

TER2.87%

Holdings32

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Holdings Overlap Analysis

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

CPCTX Mutual Fund Overlap Analysis

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

CPCTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 32 holdings, CPCTX may share significant positions with broad-market funds.

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