CISIX Mutual Fund

NAV$64.81

AUM$49M

TER0.24%

Holdings787

CISIX Mutual Fund

NAV$64.81

Calvert US Large Cap Core Responsible Index Fund Class I

AUM$49M

TER0.24%

Holdings787

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Holdings Overlap Analysis

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

CISIX Mutual Fund Overlap Analysis

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

CISIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 787 holdings, CISIX may share significant positions with broad-market funds.

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