ECASX Mutual Fund
NAV$25.00
AUM$195M
TER1.87%
Holdings58
ECASX Mutual Fund
NAV$25.00
Eaton Vance Atlanta Capital SMID-Cap Fund Class C
AUM$195M
TER1.87%
Holdings58

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ECASX Mutual Fund Overlap Analysis
ECASX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ECASX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 58 holdings, ECASX may share significant positions with broad-market funds.
ECASX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ECASX tax-loss harvesting finds highly correlated but non-identical funds.