CMBMX Mutual Fund

NAV$9.22

TER0.94%

Holdings2,295

CMBMX Mutual Fund

NAV$9.22

American Funds - Multi-Sector Income Fund Class 529-E

TER0.94%

Holdings2,295

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Holdings Overlap Analysis

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

CMBMX Mutual Fund Overlap Analysis

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

CMBMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2295 holdings, CMBMX may share significant positions with broad-market funds.

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