ETHIX Mutual Fund

NAV$4.22

AUM$225M

TER0.89%

Holdings1

ETHIX Mutual Fund

NAV$4.22

Eaton Vance High Income Opportunities Fund Class A

AUM$225M

TER0.89%

Holdings1

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Holdings Overlap Analysis

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

ETHIX Mutual Fund Overlap Analysis

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

ETHIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1 holdings, ETHIX may share significant positions with broad-market funds.

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