EQNTX Mutual Fund

NAV$26.05

AUM$8M

TER0.89%

Holdings101

EQNTX Mutual Fund

NAV$26.05

MFS Equity Income Fund Class R3

AUM$8M

TER0.89%

Holdings101

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Holdings Overlap Analysis

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

EQNTX Mutual Fund Overlap Analysis

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

EQNTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 101 holdings, EQNTX may share significant positions with broad-market funds.

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