CEFAX Mutual Fund Analysis & Holdings | MarketXLS

CEFAX Mutual Fund

NAV$18.47

AUM$49M

TER1.20%

Holdings331

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CEFAX Mutual Fund

NAV$18.47

Calvert Emerging Markets Advancement Fund Class A

AUM$49M

TER1.20%

Holdings331

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare CEFAX 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 CEFAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CEFAX Mutual Fund Overlap Analysis

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

CEFAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 331 holdings, CEFAX may share significant positions with broad-market funds.

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