CLBFX Mutual Fund

NAV$40.43

AUM$49M

TER0.67%

Holdings3,945

CLBFX Mutual Fund

NAV$40.43

American Balanced Fund Class 529-F

AUM$49M

TER0.67%

Holdings3,945

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Holdings Overlap Analysis

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

CLBFX Mutual Fund Overlap Analysis

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

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

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