ERSMX Mutual Fund

NAV$28.85

AUM$577M

TER1.37%

Holdings58

ERSMX Mutual Fund

NAV$28.85

Eaton Vance Atlanta Capital SMID-Cap Fund Class R

AUM$577M

TER1.37%

Holdings58

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Holdings Overlap Analysis

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

ERSMX Mutual Fund Overlap Analysis

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

ERSMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 58 holdings, ERSMX may share significant positions with broad-market funds.

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