CGLAX Mutual Fund
CGLAX Mutual Fund
NAV$18.57
TER1.14%
Holdings44
See how much of CGLAX you already own
CGLAX Mutual Fund
NAV$18.57
Calvert Global Equity Fund Class A
TER1.14%
Holdings44
See how much of CGLAX you already own
CGLAX Mutual Fund Overlap Analysis
CGLAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CGLAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 44 holdings, CGLAX may share significant positions with broad-market funds.
CGLAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CGLAX tax-loss harvesting finds highly correlated but non-identical funds.