CALRX Mutual Fund Similar Funds | MarketXLS

CALRX Mutual Fund

NAV$33.77

TER0.86%

Holdings67

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Just $25 once·$69/mo·Download sample

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CALRX Mutual Fund

NAV$33.77

Calvert Small-Cap Fund Class R6

TER0.86%

Holdings67

See how much of CALRX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

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CALRX Mutual Fund Similar Funds

CALRX similar mutual funds include funds with comparable holdings, sector exposure, and investment objectives. Related funds include TCMSX, JAIYX, WHGSX, PGEMX, BRSUX.

CALRX alternatives help with portfolio diversification and cost optimization. CALRX overlap shows shared holdings with similar funds. CALRX tax-loss harvesting finds correlated substitutes.