CFICX Mutual Fund
CFICX Mutual Fund
NAV$15.00
AUM$49M
TER0.92%
Holdings488
See how much of CFICX you already own
CFICX Mutual Fund
NAV$15.00
Calvert Income Fund Class A
AUM$49M
TER0.92%
Holdings488
See how much of CFICX you already own
CFICX Mutual Fund Overlap Analysis
CFICX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CFICX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 488 holdings, CFICX may share significant positions with broad-market funds.
CFICX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CFICX tax-loss harvesting finds highly correlated but non-identical funds.