CSECX Mutual Fund

NAV$18.55

AUM$49M

TER1.66%

Holdings67

CSECX Mutual Fund

NAV$18.55

Calvert Equity Fund Class C

AUM$49M

TER1.66%

Holdings67

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Holdings Overlap Analysis

Compare CSECX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings CSECX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CSECX Mutual Fund Overlap Analysis

CSECX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

CSECX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 67 holdings, CSECX may share significant positions with broad-market funds.

CSECX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CSECX tax-loss harvesting finds highly correlated but non-identical funds.