CBRAX Mutual Fund

NAV$8.17

AUM$49M

TER0.75%

Holdings809

CBRAX Mutual Fund

NAV$8.17

JPMorgan Corporate Bond Fund Class A

AUM$49M

TER0.75%

Holdings809

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Holdings Overlap Analysis

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

CBRAX Mutual Fund Overlap Analysis

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

CBRAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 809 holdings, CBRAX may share significant positions with broad-market funds.

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