EACAX Mutual Fund Analysis & Holdings | MarketXLS

EACAX Mutual Fund

NAV$10.03

AUM$160M

TER0.77%

Holdings422

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EACAX Mutual Fund

NAV$10.03

Eaton Vance California Municipal Opportunities Fund Class A

AUM$160M

TER0.77%

Holdings422

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

EACAX Mutual Fund Overlap Analysis

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

EACAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 422 holdings, EACAX may share significant positions with broad-market funds.

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