CEYIX Mutual Fund Analysis & Holdings | MarketXLS

CEYIX Mutual Fund

NAV$81.88

AUM$49M

TER0.66%

Holdings67

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CEYIX Mutual Fund

NAV$81.88

Calvert Equity Fund Class I

AUM$49M

TER0.66%

Holdings67

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

CEYIX Mutual Fund Overlap Analysis

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

CEYIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 67 holdings, CEYIX may share significant positions with broad-market funds.

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