CAAFX Mutual Fund

NAV$9.48

AUM$423M

TER0.66%

Holdings1,435

CAAFX Mutual Fund

NAV$9.48

Short-Term Bond Fund of America Class 529-A

AUM$423M

TER0.66%

Holdings1,435

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Holdings Overlap Analysis

Compare CAAFX 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 CAAFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CAAFX Mutual Fund Overlap Analysis

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

CAAFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1435 holdings, CAAFX may share significant positions with broad-market funds.

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