CRFCX Mutual Fund
CRFCX Mutual Fund
NAV$13.39
TER1.74%
Holdings31
See how much of CRFCX you already own
CRFCX Mutual Fund
NAV$13.39
Calvert Focused Value Fund Class C
TER1.74%
Holdings31
See how much of CRFCX you already own
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.