CSIBX Mutual Fund

NAV$14.31

AUM$49M

TER0.73%

Holdings505

CSIBX Mutual Fund

NAV$14.31

Calvert Bond Fund Class A

AUM$49M

TER0.73%

Holdings505

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Holdings Overlap Analysis

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

CSIBX Mutual Fund Overlap Analysis

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

CSIBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 505 holdings, CSIBX may share significant positions with broad-market funds.

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