CBAGX Mutual Fund

NAV$21.64

TER0.59%

Holdings13

See how much of CBAGX you already own

Just $25 once·$99/mo·Download sample

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CBAGX Mutual Fund

NAV$21.64

American Funds Moderate Growth and Income Portfolio Class ABLE-A

TER0.59%

Holdings13

See how much of CBAGX 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 CBAGX 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 CBAGX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CBAGX Mutual Fund Overlap Analysis

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

CBAGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 13 holdings, CBAGX may share significant positions with broad-market funds.

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