CABAX Mutual Fund

NAV$14.22

TER0.85%

Holdings17

See how much of CABAX you already own

Just $25 once·$99/mo·Download sample

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CABAX Mutual Fund

NAV$14.22

American Funds College 2042 Fund Class 529 A

TER0.85%

Holdings17

See how much of CABAX you already own

Just $25 once·$99/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 CABAX 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 CABAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CABAX Mutual Fund Overlap Analysis

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

CABAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 17 holdings, CABAX may share significant positions with broad-market funds.

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