CYBRX Mutual Fund
NAV$24.30
AUM$49M
TER0.71%
Holdings330
CYBRX Mutual Fund
NAV$24.30
Calvert High Yield Bond Fund
AUM$49M
TER0.71%
Holdings330
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CYBRX Mutual Fund Overlap Analysis
CYBRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CYBRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 330 holdings, CYBRX may share significant positions with broad-market funds.
CYBRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CYBRX tax-loss harvesting finds highly correlated but non-identical funds.