CTBAX Mutual Fund Analysis & Holdings | MarketXLS

CTBAX Mutual Fund

NAV$9.60

TER0.73%

Holdings202

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CTBAX Mutual Fund

NAV$9.60

Amundi Climate Transition Core Bond Fund Class A

TER0.73%

Holdings202

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

CTBAX Mutual Fund Overlap Analysis

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

CTBAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 202 holdings, CTBAX may share significant positions with broad-market funds.

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