CLBCX Mutual Fund

NAV$40.60

AUM$49M

TER1.35%

Holdings3,945

CLBCX Mutual Fund

NAV$40.60

American Balanced Fund Class 529-C

AUM$49M

TER1.35%

Holdings3,945

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Holdings Overlap Analysis

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

CLBCX Mutual Fund Overlap Analysis

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

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

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