CBRDX Mutual Fund Analysis & Holdings | MarketXLS

CBRDX Mutual Fund

NAV$8.82

AUM$39M

TER0.90%

Holdings80

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CBRDX Mutual Fund

NAV$8.82

CrossingBridge Responsible Credit Fund (Inst)

AUM$39M

TER0.90%

Holdings80

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

CBRDX Mutual Fund Overlap Analysis

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

CBRDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 80 holdings, CBRDX may share significant positions with broad-market funds.

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