CBHAX Mutual Fund Analysis & Holdings | MarketXLS

CBHAX Mutual Fund

NAV$9.19

AUM$44M

TER0.76%

Holdings420

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CBHAX Mutual Fund

NAV$9.19

Victory Market Neutral Income Fund Class A

AUM$44M

TER0.76%

Holdings420

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

CBHAX Mutual Fund Overlap Analysis

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

CBHAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 420 holdings, CBHAX may share significant positions with broad-market funds.

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