ESEIX Mutual Fund

NAV$26.60

AUM$374M

TER0.80%

Holdings27

ESEIX Mutual Fund

NAV$26.60

Eaton Vance Atlanta Capital Select Equity Fund Class I

AUM$374M

TER0.80%

Holdings27

✓All holdings

✓Overlap Analysis

✓ETF Screener

✓Compare ETFs

$149$60/mo

Limited to first 500

Get Started →

Holdings Overlap Analysis

Compare ESEIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings ESEIX shares with it. Popular comparisons: SPY, QQQ, VOO, VTI

ESEIX Mutual Fund Overlap Analysis

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

ESEIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 27 holdings, ESEIX may share significant positions with broad-market funds.

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