CBTAX Mutual Fund Holdings Overlap Calculator | MarketXLS

CBTAX Mutual Fund

NAV$9.74

AUM$6.1B

TER0.13%

Holdings4,180

See what you own twice

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

Check my overlap

CBTAX Mutual Fund

NAV$9.74

Six Circles Tax Aware Bond Fund

AUM$6.1B

TER0.13%

Holdings4,180

See what you own twice

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

Check my overlap

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Holdings Overlap Analysis

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

CBTAX Mutual Fund Overlap Analysis

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

CBTAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 4180 holdings, CBTAX may share significant positions with broad-market funds.

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