CBHMX Mutual Fund Holdings Overlap Calculator | MarketXLS

CBHMX Mutual Fund

NAV$9.22

AUM$13M

TER0.56%

Holdings420

See what you own twice

Check CBHMX against your other funds. Free for up to 5.

Check my overlap

CBHMX Mutual Fund

NAV$9.22

Victory Market Neutral Income Fund Member Class

AUM$13M

TER0.56%

Holdings420

See what you own twice

Check CBHMX against your other funds. Free for up to 5.

Check my overlap

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

Holdings Overlap Analysis

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

CBHMX Mutual Fund Overlap Analysis

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

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

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