CBFEX Mutual Fund

NAV$42.39

AUM$14M

TER1.07%

Holdings1,126

CBFEX Mutual Fund

NAV$42.39

American Funds Global Balanced Fund

AUM$14M

TER1.07%

Holdings1,126

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Holdings Overlap Analysis

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

CBFEX Mutual Fund Overlap Analysis

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

CBFEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1126 holdings, CBFEX may share significant positions with broad-market funds.

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