CYBAX Mutual Fund

NAV$24.64

AUM$49M

TER1.02%

Holdings330

CYBAX Mutual Fund

NAV$24.64

Calvert High Yield Bond Fund Class A

AUM$49M

TER1.02%

Holdings330

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Holdings Overlap Analysis

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

CYBAX Mutual Fund Overlap Analysis

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

CYBAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 330 holdings, CYBAX may share significant positions with broad-market funds.

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