EIXAX Mutual Fund

NAV$6.23

AUM$3M

TER1.76%

Holdings88

EIXAX Mutual Fund

NAV$6.23

Catalyst Enhanced Income Strategy Fund Class A

AUM$3M

TER1.76%

Holdings88

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Holdings Overlap Analysis

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

EIXAX Mutual Fund Overlap Analysis

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

EIXAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 88 holdings, EIXAX may share significant positions with broad-market funds.

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