CABAX Mutual Fund

NAV$14.24

TER0.85%

Holdings17

CABAX Mutual Fund

NAV$14.24

American Funds College 2042 Fund Class 529 A

TER0.85%

Holdings17

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Holdings Overlap Analysis

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

CABAX Mutual Fund Overlap Analysis

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

CABAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 17 holdings, CABAX may share significant positions with broad-market funds.

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