CMJAX Mutual Fund
CMJAX Mutual Fund
NAV$52.67
TER0.49%
Holdings625
CMJAX Mutual Fund
NAV$52.67
Calvert US Mid Cap Core Responsible Index Class A
TER0.49%
Holdings625
CMJAX Mutual Fund Overlap Analysis
CMJAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CMJAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 625 holdings, CMJAX may share significant positions with broad-market funds.
CMJAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CMJAX tax-loss harvesting finds highly correlated but non-identical funds.