CTLAX Mutual Fund
CTLAX Mutual Fund
NAV$13.61
TER0.70%
Holdings19
See how much of CTLAX you already own
CTLAX Mutual Fund
NAV$13.61
American Funds College 2033 Fund Class 529-A
TER0.70%
Holdings19
See how much of CTLAX you already own
CTLAX Mutual Fund Overlap Analysis
CTLAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CTLAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 19 holdings, CTLAX may share significant positions with broad-market funds.
CTLAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CTLAX tax-loss harvesting finds highly correlated but non-identical funds.