CLDRX Mutual Fund

NAV$15.54

TER0.46%

Holdings424

CLDRX Mutual Fund

NAV$15.54

Calvert Core Bond Fund Class R6

TER0.46%

Holdings424

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Holdings Overlap Analysis

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

CLDRX Mutual Fund Overlap Analysis

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

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

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