CBLDX Mutual Fund

NAV$9.57

AUM$1.8B

TER0.86%

Holdings171

CBLDX Mutual Fund

NAV$9.57

CrossingBridge Low Duration High Income Fund Institutional Class

AUM$1.8B

TER0.86%

Holdings171

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Holdings Overlap Analysis

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

CBLDX Mutual Fund Overlap Analysis

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

CBLDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 171 holdings, CBLDX may share significant positions with broad-market funds.

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