CBRCX Mutual Fund

NAV$8.17

AUM$5M

TER1.25%

Holdings809

CBRCX Mutual Fund

NAV$8.17

JPMorgan Corporate Bond Fund Class C

AUM$5M

TER1.25%

Holdings809

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Holdings Overlap Analysis

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

CBRCX Mutual Fund Overlap Analysis

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

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

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