CAAFX Mutual Fund

NAV$9.49

AUM$423M

TER0.66%

Holdings1,435

See how much of CAAFX you already own

Just $25 once·$69/mo·Download sample

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CAAFX Mutual Fund

NAV$9.49

Short-Term Bond Fund of America Class 529-A

AUM$423M

TER0.66%

Holdings1,435

See how much of CAAFX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

CAAFX Mutual Fund Overlap Analysis

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

CAAFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1435 holdings, CAAFX may share significant positions with broad-market funds.

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