CCVAX Mutual Fund
CCVAX Mutual Fund
NAV$30.49
TER1.20%
Holdings67
See how much of CCVAX you already own
CCVAX Mutual Fund
NAV$30.49
Calvert Small-Cap Fund Class A
TER1.20%
Holdings67
See how much of CCVAX you already own
CCVAX Mutual Fund Overlap Analysis
CCVAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CCVAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 67 holdings, CCVAX may share significant positions with broad-market funds.
CCVAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CCVAX tax-loss harvesting finds highly correlated but non-identical funds.