CBOEX Mutual Fund

NAV$12.45

AUM$49M

TER0.83%

Holdings2,985

CBOEX Mutual Fund

NAV$12.45

Intermediate Bond Fund of America 529 Series E

AUM$49M

TER0.83%

Holdings2,985

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Holdings Overlap Analysis

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

CBOEX Mutual Fund Overlap Analysis

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

CBOEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2985 holdings, CBOEX may share significant positions with broad-market funds.

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