CBARX Mutual Fund

NAV$49.86

AUM$49M

TER0.60%

Holdings620

CBARX Mutual Fund

NAV$49.86

Calvert Balanced Fund Class R6

AUM$49M

TER0.60%

Holdings620

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Holdings Overlap Analysis

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

CBARX Mutual Fund Overlap Analysis

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

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

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