CUBRX Mutual Fund

NAV$14.63

TER0.53%

Holdings451

CUBRX Mutual Fund

NAV$14.63

Calvert Flexible Bond Fund Class R6

TER0.53%

Holdings451

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Holdings Overlap Analysis

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

CUBRX Mutual Fund Overlap Analysis

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

CUBRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 451 holdings, CUBRX may share significant positions with broad-market funds.

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