CFBUX Mutual Fund
CFBUX Mutual Fund
NAV$8.31
TER0.42%
Holdings228
CFBUX Mutual Fund
NAV$8.31
Lord Abbett Climate Focused Bond Fund Class R6
TER0.42%
Holdings228
CFBUX Mutual Fund Overlap Analysis
CFBUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CFBUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 228 holdings, CFBUX may share significant positions with broad-market funds.
CFBUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CFBUX tax-loss harvesting finds highly correlated but non-identical funds.