CFWAX Mutual Fund Analysis & Holdings | MarketXLS

CFWAX Mutual Fund

NAV$31.67

TER1.24%

Holdings119

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CFWAX Mutual Fund

NAV$31.67

Calvert Global Water Fund Class A

TER1.24%

Holdings119

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

CFWAX Mutual Fund Overlap Analysis

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

CFWAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 119 holdings, CFWAX may share significant positions with broad-market funds.

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