CIABX Mutual Fund
NAV$5.06
AUM$729,516.43
TER1.12%
Holdings147
CIABX Mutual Fund
NAV$5.06
Western Asset Short Duration Municipal Income Fund Class C2
AUM$729,516.43
TER1.12%
Holdings147
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CIABX Mutual Fund Overlap Analysis
CIABX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CIABX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 147 holdings, CIABX may share significant positions with broad-market funds.
CIABX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CIABX tax-loss harvesting finds highly correlated but non-identical funds.