CBBIX Mutual Fund

NAV$8.02

AUM$29M

TER0.65%

Holdings78

CBBIX Mutual Fund

NAV$8.02

AB Relative Value Fund Class I

AUM$29M

TER0.65%

Holdings78

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Holdings Overlap Analysis

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

CBBIX Mutual Fund Overlap Analysis

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

CBBIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 78 holdings, CBBIX may share significant positions with broad-market funds.

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