CRFCX Mutual Fund
CRFCX Mutual Fund
NAV$13.39
TER1.74%
Holdings31
CRFCX Mutual Fund
NAV$13.39
Calvert Focused Value Fund Class C
TER1.74%
Holdings31
CRFCX Mutual Fund Overlap Analysis
CRFCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CRFCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, CRFCX may share significant positions with broad-market funds.
CRFCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CRFCX tax-loss harvesting finds highly correlated but non-identical funds.