CSVIX Mutual Fund

NAV$34.56

TER0.95%

Holdings67

CSVIX Mutual Fund

NAV$34.56

Calvert Small-Cap Fund Class I

TER0.95%

Holdings67

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

Compare With

🔍

Discover Portfolio Overlap

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

CSVIX Mutual Fund Overlap Analysis

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

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

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