CPPCX Mutual Fund
CPPCX Mutual Fund
NAV$9.36
TER1.40%
Holdings2
See how much of CPPCX you already own
CPPCX Mutual Fund
NAV$9.36
American Funds Preservation Portfolio Class 529-C
TER1.40%
Holdings2
See how much of CPPCX you already own
CPPCX Mutual Fund Overlap Analysis
CPPCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CPPCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2 holdings, CPPCX may share significant positions with broad-market funds.
CPPCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CPPCX tax-loss harvesting finds highly correlated but non-identical funds.