CBEJX Mutual Fund
NAV$11.66
AUM$23M
TER0.40%
Holdings45
CBEJX Mutual Fund
NAV$11.66
Allspring Large Cap Value Fund Class R6
AUM$23M
TER0.40%
Holdings45
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CBEJX Mutual Fund Overlap Analysis
CBEJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CBEJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 45 holdings, CBEJX may share significant positions with broad-market funds.
CBEJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CBEJX tax-loss harvesting finds highly correlated but non-identical funds.