EGLIX Mutual Fund
NAV$13.32
AUM$189M
TER1.41%
Holdings22
EGLIX Mutual Fund
NAV$13.32
Eagle Energy Infrastructure Fund Class I
AUM$189M
TER1.41%
Holdings22

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EGLIX Mutual Fund Overlap Analysis
EGLIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
EGLIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 22 holdings, EGLIX may share significant positions with broad-market funds.
EGLIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. EGLIX tax-loss harvesting finds highly correlated but non-identical funds.