EIXCX Mutual Fund
NAV$6.15
AUM$3M
TER2.51%
Holdings88
EIXCX Mutual Fund
NAV$6.15
Catalyst Enhanced Income Strategy Fund Class C
AUM$3M
TER2.51%
Holdings88
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EIXCX Mutual Fund Overlap Analysis
EIXCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
EIXCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 88 holdings, EIXCX may share significant positions with broad-market funds.
EIXCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. EIXCX tax-loss harvesting finds highly correlated but non-identical funds.