CVMAX Mutual Fund

NAV$28.20

AUM$49M

TER1.24%

Holdings73

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

CVMAX Mutual Fund

NAV$28.20

Calvert Emerging Markets Equity Fund Class A

AUM$49M

TER1.24%

Holdings73

See inside every fund you own

$99/yr 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 CVMAX 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 CVMAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CVMAX Mutual Fund Overlap Analysis

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

CVMAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 73 holdings, CVMAX may share significant positions with broad-market funds.

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