CPOAX Mutual Fund
CPOAX Mutual Fund
NAV$44.63
AUM$942M
TER1.16%
Holdings44
See how much of CPOAX you already own
CPOAX Mutual Fund
NAV$44.63
Morgan Stanley Insight Fund A
AUM$942M
TER1.16%
Holdings44
See how much of CPOAX you already own
CPOAX Mutual Fund Overlap Analysis
CPOAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CPOAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 44 holdings, CPOAX may share significant positions with broad-market funds.
CPOAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CPOAX tax-loss harvesting finds highly correlated but non-identical funds.