CMCRX Mutual Fund

NAV$52.24

AUM$49M

TER0.20%

Holdings625

CMCRX Mutual Fund

NAV$52.24

Calvert US Mid Cap Core Responsible Index Class R6

AUM$49M

TER0.20%

Holdings625

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Holdings Overlap Analysis

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

CMCRX Mutual Fund Overlap Analysis

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

CMCRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 625 holdings, CMCRX may share significant positions with broad-market funds.

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