CGRAX Mutual Fund Analysis & Holdings | MarketXLS

CGRAX Mutual Fund

NAV$9.29

TER1.10%

Holdings68

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CGRAX Mutual Fund

NAV$9.29

Calvert Global Real Estate Fund Class A

TER1.10%

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

CGRAX Mutual Fund Overlap Analysis

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

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

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