CSXAX Mutual Fund Analysis & Holdings | MarketXLS

CSXAX Mutual Fund

NAV$62.65

AUM$49M

TER0.49%

Holdings787

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CSXAX Mutual Fund

NAV$62.65

Calvert US Large Cap Core Responsible Index Fund Class A

AUM$49M

TER0.49%

Holdings787

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

Compare CSXAX 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 CSXAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CSXAX Mutual Fund Overlap Analysis

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

CSXAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 787 holdings, CSXAX may share significant positions with broad-market funds.

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