CSIFX Mutual Fund

NAV$48.54

AUM$49M

TER0.90%

Holdings620

CSIFX Mutual Fund

NAV$48.54

Calvert Balanced Fund Class A

AUM$49M

TER0.90%

Holdings620

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Holdings Overlap Analysis

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

CSIFX Mutual Fund Overlap Analysis

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

CSIFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 620 holdings, CSIFX may share significant positions with broad-market funds.

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