CLBAX Mutual Fund

NAV$40.32

AUM$49M

TER0.58%

Holdings3,945

CLBAX Mutual Fund

NAV$40.32

American Balanced Fund Class 529-A

AUM$49M

TER0.58%

Holdings3,945

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Holdings Overlap Analysis

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

CLBAX Mutual Fund Overlap Analysis

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

CLBAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3945 holdings, CLBAX may share significant positions with broad-market funds.

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