CMJIX Mutual Fund

NAV$52.73

TER0.24%

Holdings625

CMJIX Mutual Fund

NAV$52.73

Calvert US Mid Cap Core Responsible Index Class I

TER0.24%

Holdings625

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Holdings Overlap Analysis

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

CMJIX Mutual Fund Overlap Analysis

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

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

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