CCAFX Mutual Fund
CCAFX Mutual Fund
NAV$31.55
AUM$49M
TER1.18%
Holdings63
See how much of CCAFX you already own
CCAFX Mutual Fund
NAV$31.55
Calvert Mid-Cap Fund Class A
AUM$49M
TER1.18%
Holdings63
See how much of CCAFX you already own
CCAFX Mutual Fund Overlap Analysis
CCAFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CCAFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 63 holdings, CCAFX may share significant positions with broad-market funds.
CCAFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CCAFX tax-loss harvesting finds highly correlated but non-identical funds.