CBLVX Mutual Fund

NAV$9.61

AUM$4M

TER1.11%

Holdings171

CBLVX Mutual Fund

NAV$9.61

CrossingBridge Low Duration High Income Fund Retail Class

AUM$4M

TER1.11%

Holdings171

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

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

Holdings Overlap Analysis

Compare CBLVX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings CBLVX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CBLVX Mutual Fund Overlap Analysis

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

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

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