EAEAX Mutual Fund

NAV$43.51

AUM$582M

TER1.20%

Holdings69

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EAEAX Mutual Fund

NAV$43.51

Eaton Vance Tax Managed Equity Asset Allocation Fund Class A

AUM$582M

TER1.20%

Holdings69

See how much of EAEAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

EAEAX Mutual Fund Overlap Analysis

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

EAEAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 69 holdings, EAEAX may share significant positions with broad-market funds.

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