CBVBX Mutual Fund

NAV$144.75

AUM$49M

TER0.68%

Holdings69

CBVBX Mutual Fund

NAV$144.75

ClearBridge Value Fund Class IS

AUM$49M

TER0.68%

Holdings69

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Holdings Overlap Analysis

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

CBVBX Mutual Fund Overlap Analysis

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

CBVBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 69 holdings, CBVBX may share significant positions with broad-market funds.

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