CBECX Mutual Fund
CBECX Mutual Fund
NAV$10.87
AUM$2M
TER1.57%
Holdings45
See how much of CBECX you already own
CBECX Mutual Fund
NAV$10.87
Allspring Large Cap Value Fund Class C
AUM$2M
TER1.57%
Holdings45
See how much of CBECX you already own
CBECX Mutual Fund Overlap Analysis
CBECX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CBECX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 45 holdings, CBECX may share significant positions with broad-market funds.
CBECX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CBECX tax-loss harvesting finds highly correlated but non-identical funds.