CEYIX Mutual Fund
CEYIX Mutual Fund
NAV$81.47
AUM$49M
TER0.66%
Holdings67
See how much of CEYIX you already own
CEYIX Mutual Fund
NAV$81.47
Calvert Equity Fund Class I
AUM$49M
TER0.66%
Holdings67
See how much of CEYIX you already own
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.