EADIX Mutual Fund
NAV$22.37
AUM$491M
TER1.16%
Holdings113
EADIX Mutual Fund
NAV$22.37
Eaton Vance Global Equity Income Fund Class A
AUM$491M
TER1.16%
Holdings113
EADIX Mutual Fund Overlap Analysis
EADIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
EADIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 113 holdings, EADIX may share significant positions with broad-market funds.
EADIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. EADIX tax-loss harvesting finds highly correlated but non-identical funds.