CMCIX Mutual Fund
CMCIX Mutual Fund
NAV$26.61
TER0.89%
Holdings77
See how much of CMCIX you already own
CMCIX Mutual Fund
NAV$26.61
Calvert Small/Mid-Cap Fund Class I
TER0.89%
Holdings77
See how much of CMCIX you already own
CMCIX Mutual Fund Overlap Analysis
CMCIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CMCIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 77 holdings, CMCIX may share significant positions with broad-market funds.
CMCIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CMCIX tax-loss harvesting finds highly correlated but non-identical funds.