CIOAX Mutual Fund Analysis & Holdings | MarketXLS

CIOAX Mutual Fund

NAV$20.33

AUM$49M

TER1.32%

Holdings86

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CIOAX Mutual Fund

NAV$20.33

Calvert International Opportunities Fund Class A

AUM$49M

TER1.32%

Holdings86

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

CIOAX Mutual Fund Overlap Analysis

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

CIOAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 86 holdings, CIOAX may share significant positions with broad-market funds.

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