CSBIX Mutual Fund

NAV$23.43

AUM$12M

TER1.10%

Holdings74

CSBIX Mutual Fund

NAV$23.43

Cromwell Sustainable Balanced Fund Institutional Class

AUM$12M

TER1.10%

Holdings74

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Holdings Overlap Analysis

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

CSBIX Mutual Fund Overlap Analysis

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

CSBIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 74 holdings, CSBIX may share significant positions with broad-market funds.

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