EAEAX Mutual Fund

NAV$43.92

AUM$582M

TER1.20%

Holdings69

EAEAX Mutual Fund

NAV$43.92

Eaton Vance Tax Managed Equity Asset Allocation Fund Class A

AUM$582M

TER1.20%

Holdings69

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Holdings Overlap Analysis

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

EAEAX Mutual Fund Overlap Analysis

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

EAEAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 69 holdings, EAEAX may share significant positions with broad-market funds.

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