CCACX Mutual Fund
CCACX Mutual Fund
NAV$15.83
AUM$49M
TER1.93%
Holdings63
See how much of CCACX you already own
CCACX Mutual Fund
NAV$15.83
Calvert Mid-Cap Fund Class C
AUM$49M
TER1.93%
Holdings63
See how much of CCACX you already own
CCACX Mutual Fund Overlap Analysis
CCACX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CCACX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 63 holdings, CCACX may share significant positions with broad-market funds.
CCACX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CCACX tax-loss harvesting finds highly correlated but non-identical funds.