CSPAX Mutual Fund
CSPAX Mutual Fund
NAV$82.81
AUM$49M
TER1.04%
Holdings857
See how much of CSPAX you already own
CSPAX Mutual Fund
NAV$82.81
SMALLCAP World Fund Class 529-A
AUM$49M
TER1.04%
Holdings857
See how much of CSPAX you already own
CSPAX Mutual Fund Overlap Analysis
CSPAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CSPAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 857 holdings, CSPAX may share significant positions with broad-market funds.
CSPAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CSPAX tax-loss harvesting finds highly correlated but non-identical funds.