COBEX Mutual Fund

NAV$9.22

TER0.92%

Holdings732

COBEX Mutual Fund

NAV$9.22

American Funds Corporate Bond Fund Class 529-E

TER0.92%

Holdings732

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare COBEX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings COBEX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

COBEX Mutual Fund Overlap Analysis

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

COBEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 732 holdings, COBEX may share significant positions with broad-market funds.

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