CGRRX Mutual Fund

NAV$9.29

TER0.85%

Holdings68

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CGRRX Mutual Fund

NAV$9.29

Calvert Global Real Estate Fund Class R6

TER0.85%

Holdings68

See inside every fund you own

$99/yr 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 CGRRX 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 CGRRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CGRRX Mutual Fund Overlap Analysis

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

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

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