CAPTX Mutual Fund

NAV$14.61

AUM$9M

TER2.37%

Holdings18

CAPTX Mutual Fund

NAV$14.61

Canterbury Portfolio Thermostat Fund Institutional Class

AUM$9M

TER2.37%

Holdings18

✓All holdings

✓Overlap Analysis

✓ETF Screener

✓Compare ETFs

$149$60/mo

Limited to first 500

Get Started →

Holdings Overlap Analysis

Compare CAPTX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings CAPTX shares with it. Popular comparisons: SPY, QQQ, VOO, VTI

CAPTX Mutual Fund Overlap Analysis

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

CAPTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, CAPTX may share significant positions with broad-market funds.

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