CBSLX Mutual Fund

NAV$29.25

AUM$227,555.4

TER1.45%

Holdings60

CBSLX Mutual Fund

NAV$29.25

ClearBridge Sustainability Leaders Fund Class R

AUM$227,555.4

TER1.45%

Holdings60

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Holdings Overlap Analysis

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

CBSLX Mutual Fund Overlap Analysis

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

CBSLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 60 holdings, CBSLX may share significant positions with broad-market funds.

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