CBAEX Mutual Fund

NAV$21.47

TER0.93%

Holdings13

CBAEX Mutual Fund

NAV$21.47

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

TER0.93%

Holdings13

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Holdings Overlap Analysis

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

CBAEX Mutual Fund Overlap Analysis

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

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

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