CMPAX Mutual Fund
CMPAX Mutual Fund
NAV$24.16
TER1.14%
Holdings77
See how much of CMPAX you already own
CMPAX Mutual Fund
NAV$24.16
Calvert Small/Mid-Cap Fund Class A
TER1.14%
Holdings77
See how much of CMPAX you already own
CMPAX Mutual Fund Overlap Analysis
CMPAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CMPAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 77 holdings, CMPAX may share significant positions with broad-market funds.
CMPAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CMPAX tax-loss harvesting finds highly correlated but non-identical funds.