CAAAX Mutual Fund

NAV$33.39

AUM$49M

TER0.91%

Holdings19

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CAAAX Mutual Fund

NAV$33.39

Calvert Growth Allocation Fund Class A

AUM$49M

TER0.91%

Holdings19

See inside every fund you own

$99/yr 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 CAAAX 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 CAAAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CAAAX Mutual Fund Overlap Analysis

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

CAAAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 19 holdings, CAAAX may share significant positions with broad-market funds.

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