CSXRX Mutual Fund
CSXRX Mutual Fund
NAV$64.05
AUM$49M
TER0.19%
Holdings787
See how much of CSXRX you already own
CSXRX Mutual Fund
NAV$64.05
Calvert US Large Cap Core Responsible Index Fund Class R6
AUM$49M
TER0.19%
Holdings787
See how much of CSXRX you already own
CSXRX Mutual Fund Overlap Analysis
CSXRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CSXRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 787 holdings, CSXRX may share significant positions with broad-market funds.
CSXRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CSXRX tax-loss harvesting finds highly correlated but non-identical funds.