CIFCX Mutual Fund
CIFCX Mutual Fund
NAV$14.99
AUM$49M
TER1.67%
Holdings488
See how much of CIFCX you already own
CIFCX Mutual Fund
NAV$14.99
Calvert Income Fund Class C
AUM$49M
TER1.67%
Holdings488
See how much of CIFCX you already own
CIFCX Mutual Fund Overlap Analysis
CIFCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CIFCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 488 holdings, CIFCX may share significant positions with broad-market funds.
CIFCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CIFCX tax-loss harvesting finds highly correlated but non-identical funds.