CBGRX Mutual Fund

NAV$14.01

TER0.43%

Holdings206

CBGRX Mutual Fund

NAV$14.01

Calvert Green Bond Fund Class R6

TER0.43%

Holdings206

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

CBGRX Mutual Fund Overlap Analysis

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

CBGRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 206 holdings, CBGRX may share significant positions with broad-market funds.

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