CBBGX Mutual Fund

NAV$21.56

TER0.37%

Holdings13

CBBGX Mutual Fund

NAV$21.56

American Funds Moderate Growth and Income Portfolio Class ABLE F2

TER0.37%

Holdings13

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Holdings Overlap Analysis

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

CBBGX Mutual Fund Overlap Analysis

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

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

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