CSXAX Mutual Fund
CSXAX Mutual Fund
NAV$60.83
AUM$49M
TER0.49%
Holdings787
See how much of CSXAX you already own
CSXAX Mutual Fund
NAV$60.83
Calvert US Large Cap Core Responsible Index Fund Class A
AUM$49M
TER0.49%
Holdings787
See how much of CSXAX you already own
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.