CMBQX Mutual Fund

NAV$9.22

TER0.42%

Holdings2,295

CMBQX Mutual Fund

NAV$9.22

American Funds - Multi-Sector Income Fund Class 529-F3

TER0.42%

Holdings2,295

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Holdings Overlap Analysis

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

CMBQX Mutual Fund Overlap Analysis

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

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

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