CRFAX Mutual Fund
CRFAX Mutual Fund
NAV$13.57
TER0.99%
Holdings31
See how much of CRFAX you already own
CRFAX Mutual Fund
NAV$13.57
Calvert Focused Value Fund Class A
TER0.99%
Holdings31
See how much of CRFAX you already own
CRFAX Mutual Fund Overlap Analysis
CRFAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CRFAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, CRFAX may share significant positions with broad-market funds.
CRFAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CRFAX tax-loss harvesting finds highly correlated but non-identical funds.