CFJAX Mutual Fund
NAV$42.53
TER0.49%
Holdings548
CFJAX Mutual Fund
NAV$42.53
Calvert US Large Cap Value Responsible Index Fund Class A
TER0.49%
Holdings548

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CFJAX Mutual Fund Overlap Analysis
CFJAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CFJAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 548 holdings, CFJAX may share significant positions with broad-market funds.
CFJAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CFJAX tax-loss harvesting finds highly correlated but non-identical funds.