CFBTX Mutual Fund Analysis & Holdings | MarketXLS

CFBTX Mutual Fund

NAV$8.31

TER0.45%

Holdings228

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CFBTX Mutual Fund

NAV$8.31

Lord Abbett Climate Focused Bond Fund Class R5

TER0.45%

Holdings228

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

CFBTX Mutual Fund Overlap Analysis

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

CFBTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 228 holdings, CFBTX may share significant positions with broad-market funds.

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