CFOAX Mutual Fund Analysis & Holdings | MarketXLS

CFOAX Mutual Fund

NAV$8.50

TER2.79%

Holdings194

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CFOAX Mutual Fund

NAV$8.50

Calvert Floating-Rate Advantage Fund Class A

TER2.79%

Holdings194

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

CFOAX Mutual Fund Overlap Analysis

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

CFOAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 194 holdings, CFOAX may share significant positions with broad-market funds.

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