ETIRX Mutual Fund

NAV$8.13

AUM$175M

TER0.48%

Holdings103

ETIRX Mutual Fund

NAV$8.13

Eventide Core Bond Fund Class I

AUM$175M

TER0.48%

Holdings103

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Holdings Overlap Analysis

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

ETIRX Mutual Fund Overlap Analysis

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

ETIRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 103 holdings, ETIRX may share significant positions with broad-market funds.

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