CGACX Mutual Fund
CGACX Mutual Fund
NAV$14.58
TER1.99%
Holdings173
See how much of CGACX you already own
CGACX Mutual Fund
NAV$14.58
Calvert Global Energy Solutions Fund Class C
TER1.99%
Holdings173
See how much of CGACX you already own
CGACX Mutual Fund Overlap Analysis
CGACX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CGACX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 173 holdings, CGACX may share significant positions with broad-market funds.
CGACX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CGACX tax-loss harvesting finds highly correlated but non-identical funds.