CMCRX Mutual Fund
CMCRX Mutual Fund
NAV$53.01
AUM$49M
TER0.20%
Holdings625
See how much of CMCRX you already own
CMCRX Mutual Fund
NAV$53.01
Calvert US Mid Cap Core Responsible Index Class R6
AUM$49M
TER0.20%
Holdings625
See how much of CMCRX you already own
CMCRX Mutual Fund Overlap Analysis
CMCRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CMCRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 625 holdings, CMCRX may share significant positions with broad-market funds.
CMCRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CMCRX tax-loss harvesting finds highly correlated but non-identical funds.