CLDIX Mutual Fund

NAV$15.49

AUM$49M

TER0.49%

Holdings424

CLDIX Mutual Fund

NAV$15.49

Calvert Core Bond Fund Class I

AUM$49M

TER0.49%

Holdings424

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Holdings Overlap Analysis

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

CLDIX Mutual Fund Overlap Analysis

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

CLDIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 424 holdings, CLDIX may share significant positions with broad-market funds.

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