CAACX Mutual Fund

NAV$26.86

AUM$49M

TER1.66%

Holdings19

CAACX Mutual Fund

NAV$26.86

Calvert Growth Allocation Fund Class C

AUM$49M

TER1.66%

Holdings19

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Holdings Overlap Analysis

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

CAACX Mutual Fund Overlap Analysis

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

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

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