CBDIX Mutual Fund

NAV$14.34

AUM$49M

TER0.53%

Holdings505

CBDIX Mutual Fund

NAV$14.34

Calvert Bond Fund Class I

AUM$49M

TER0.53%

Holdings505

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Holdings Overlap Analysis

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

CBDIX Mutual Fund Overlap Analysis

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

CBDIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 505 holdings, CBDIX may share significant positions with broad-market funds.

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