EDIIX Mutual Fund

NAV$12.45

AUM$146M

TER0.92%

Holdings601

EDIIX Mutual Fund

NAV$12.45

Eaton Vance Global Income Builder Fund Class I

AUM$146M

TER0.92%

Holdings601

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare EDIIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings EDIIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

EDIIX Mutual Fund Overlap Analysis

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

EDIIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 601 holdings, EDIIX may share significant positions with broad-market funds.

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