CRFRX Mutual Fund
CRFRX Mutual Fund
NAV$13.57
TER0.74%
Holdings31
See how much of CRFRX you already own
CRFRX Mutual Fund
NAV$13.57
Calvert Focused Value Fund Class R6
TER0.74%
Holdings31
See how much of CRFRX you already own
CRFRX Mutual Fund Overlap Analysis
CRFRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CRFRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, CRFRX may share significant positions with broad-market funds.
CRFRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CRFRX tax-loss harvesting finds highly correlated but non-identical funds.