CDHRX Mutual Fund

NAV$45.51

TER0.26%

Holdings818

CDHRX Mutual Fund

NAV$45.51

Calvert International Responsible Index Fund Class R6

TER0.26%

Holdings818

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Holdings Overlap Analysis

Compare CDHRX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings CDHRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CDHRX Mutual Fund Overlap Analysis

CDHRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

CDHRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 818 holdings, CDHRX may share significant positions with broad-market funds.

CDHRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CDHRX tax-loss harvesting finds highly correlated but non-identical funds.