EIXIX Mutual Fund
NAV$6.23
AUM$19M
TER1.51%
Holdings88
EIXIX Mutual Fund
NAV$6.23
Catalyst Enhanced Income Strategy Fund Class I
AUM$19M
TER1.51%
Holdings88
See inside every mutual fund you own
$29/moCancel anytime.
EIXIX Mutual Fund Overlap Analysis
EIXIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
EIXIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 88 holdings, EIXIX may share significant positions with broad-market funds.
EIXIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. EIXIX tax-loss harvesting finds highly correlated but non-identical funds.