CFAIX Mutual Fund

NAV$19.66

AUM$49M

TER0.79%

Holdings24

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CFAIX Mutual Fund

NAV$19.66

Calvert Conservative Allocation Fund Class I

AUM$49M

TER0.79%

Holdings24

See inside every fund you own

$99/yr 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 CFAIX 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 CFAIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CFAIX Mutual Fund Overlap Analysis

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

CFAIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, CFAIX may share significant positions with broad-market funds.

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