EAFHX Mutual Fund Analysis & Holdings | MarketXLS

EAFHX Mutual Fund

NAV$7.88

AUM$98M

TER1.08%

Holdings2

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EAFHX Mutual Fund

NAV$7.88

Eaton Vance Floating-Rate & High Income Fund Advisor Class

AUM$98M

TER1.08%

Holdings2

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

EAFHX Mutual Fund Overlap Analysis

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

EAFHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2 holdings, EAFHX may share significant positions with broad-market funds.

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