ETIMX Mutual Fund

NAV$15.21

AUM$309M

TER0.82%

Holdings161

ETIMX Mutual Fund

NAV$15.21

Eventide Multi-Asset Income Fund Class I

AUM$309M

TER0.82%

Holdings161

See inside every mutual fund you own

$49$29/moFirst 500. Cancel anytime.

Claim $29/mo

Holdings Overlap Analysis

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

ETIMX Mutual Fund Overlap Analysis

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

ETIMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 161 holdings, ETIMX may share significant positions with broad-market funds.

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