CGJAX Mutual Fund
CGJAX Mutual Fund
NAV$77.06
AUM$146M
TER0.49%
Holdings548
See how much of CGJAX you already own
CGJAX Mutual Fund
NAV$77.06
Calvert US Large Cap Growth Responsible Index Fund Class A
AUM$146M
TER0.49%
Holdings548
See how much of CGJAX you already own
CGJAX Mutual Fund Overlap Analysis
CGJAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CGJAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 548 holdings, CGJAX may share significant positions with broad-market funds.
CGJAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CGJAX tax-loss harvesting finds highly correlated but non-identical funds.