CCLAX Mutual Fund
CCLAX Mutual Fund
NAV$19.04
AUM$49M
TER1.05%
Holdings24
See how much of CCLAX you already own
CCLAX Mutual Fund
NAV$19.04
Calvert Conservative Allocation Fund Class A
AUM$49M
TER1.05%
Holdings24
See how much of CCLAX you already own
CCLAX Mutual Fund Overlap Analysis
CCLAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CCLAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, CCLAX may share significant positions with broad-market funds.
CCLAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CCLAX tax-loss harvesting finds highly correlated but non-identical funds.