EAASX Mutual Fund
EAASX Mutual Fund
NAV$32.95
AUM$1.8B
TER1.12%
Holdings58
Do a full portfolio x-ray with EAASX
EAASX Mutual Fund
NAV$32.95
Eaton Vance Atlanta Capital SMID-Cap Fund Class A
AUM$1.8B
TER1.12%
Holdings58
Do a full portfolio x-ray with EAASX
EAASX Mutual Fund Overlap Analysis
EAASX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
EAASX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 58 holdings, EAASX may share significant positions with broad-market funds.
EAASX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. EAASX tax-loss harvesting finds highly correlated but non-identical funds.