EIRAX Mutual Fund
NAV$16.77
AUM$116M
TER0.87%
Holdings255
EIRAX Mutual Fund
NAV$16.77
Eaton Vance All Asset Strategy Fund Class I
AUM$116M
TER0.87%
Holdings255
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EIRAX Mutual Fund Overlap Analysis
EIRAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
EIRAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 255 holdings, EIRAX may share significant positions with broad-market funds.
EIRAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. EIRAX tax-loss harvesting finds highly correlated but non-identical funds.