CAABX Mutual Fund

NAV$28.43

AUM$4M

TER1.95%

Holdings60

CAABX Mutual Fund

NAV$28.43

ClearBridge Sustainability Leaders Fund Class C

AUM$4M

TER1.95%

Holdings60

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Holdings Overlap Analysis

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

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings CAABX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CAABX Mutual Fund Overlap Analysis

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

CAABX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 60 holdings, CAABX may share significant positions with broad-market funds.

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