ETSIX Mutual Fund

NAV$6.80

AUM$1.2B

TER1.50%

Holdings6

ETSIX Mutual Fund

NAV$6.80

Eaton Vance Strategic Income Fund Class A

AUM$1.2B

TER1.50%

Holdings6

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Holdings Overlap Analysis

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

ETSIX Mutual Fund Overlap Analysis

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

ETSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 6 holdings, ETSIX may share significant positions with broad-market funds.

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