CAMRX Mutual Fund
CAMRX Mutual Fund
NAV$25.22
TER0.67%
Holdings24
See how much of CAMRX you already own
CAMRX Mutual Fund
NAV$25.22
Calvert Moderate Allocation Fund Class R6
TER0.67%
Holdings24
See how much of CAMRX you already own
CAMRX Mutual Fund Overlap Analysis
CAMRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CAMRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, CAMRX may share significant positions with broad-market funds.
CAMRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CAMRX tax-loss harvesting finds highly correlated but non-identical funds.