ECTVX Mutual Fund

NAV$49.91

AUM$28M

TER1.90%

Holdings1

ECTVX Mutual Fund

NAV$49.91

Eaton Vance Tax-Managed Value Fund Class C

AUM$28M

TER1.90%

Holdings1

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Holdings Overlap Analysis

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

ECTVX Mutual Fund Overlap Analysis

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

ECTVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1 holdings, ECTVX may share significant positions with broad-market funds.

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