CBAIX Mutual Fund

NAV$49.90

AUM$49M

TER0.65%

Holdings620

CBAIX Mutual Fund

NAV$49.90

Calvert Balanced Fund Class I

AUM$49M

TER0.65%

Holdings620

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Holdings Overlap Analysis

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

CBAIX Mutual Fund Overlap Analysis

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

CBAIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 620 holdings, CBAIX may share significant positions with broad-market funds.

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