CFJAX Mutual Fund
CFJAX Mutual Fund
NAV$42.89
AUM$274M
TER0.49%
Holdings520
See how much of CFJAX you already own
CFJAX Mutual Fund
NAV$42.89
Calvert US Large Cap Value Responsible Index Fund Class A
AUM$274M
TER0.49%
Holdings520
See how much of CFJAX you already own
CFJAX Mutual Fund Overlap Analysis
CFJAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CFJAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 520 holdings, CFJAX may share significant positions with broad-market funds.
CFJAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CFJAX tax-loss harvesting finds highly correlated but non-identical funds.