CGEIX Mutual Fund Analysis & Holdings | MarketXLS

CGEIX Mutual Fund

NAV$9.30

TER0.85%

Holdings68

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CGEIX Mutual Fund

NAV$9.30

Calvert Global Real Estate Fund Class I

TER0.85%

Holdings68

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

CGEIX Mutual Fund Overlap Analysis

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

CGEIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 68 holdings, CGEIX may share significant positions with broad-market funds.

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