CBAAX Mutual Fund

NAV$21.17

TER0.68%

Holdings13

CBAAX Mutual Fund

NAV$21.17

American Funds Moderate Growth and Income Portfolio - Class 529-A

TER0.68%

Holdings13

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Holdings Overlap Analysis

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

CBAAX Mutual Fund Overlap Analysis

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

CBAAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 13 holdings, CBAAX may share significant positions with broad-market funds.

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