CFORX Mutual Fund

NAV$8.49

AUM$32M

TER2.44%

Holdings194

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$99/yr Pro · 7-day refund

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CFORX Mutual Fund

NAV$8.49

Calvert Floating-Rate Advantage Fund Class R6

AUM$32M

TER2.44%

Holdings194

See inside every fund you own

$99/yr Pro · 7-day refund

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

CFORX Mutual Fund Overlap Analysis

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

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

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