EAFAX Mutual Fund
EAFAX Mutual Fund
NAV$9.34
AUM$893M
TER2.27%
Holdings1
See how much of EAFAX you already own
EAFAX Mutual Fund
NAV$9.34
Eaton Vance Floating-Rate Advantaged Fund Class A
AUM$893M
TER2.27%
Holdings1
See how much of EAFAX you already own
EAFAX Mutual Fund Overlap Analysis
EAFAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
EAFAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1 holdings, EAFAX may share significant positions with broad-market funds.
EAFAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. EAFAX tax-loss harvesting finds highly correlated but non-identical funds.