EAFHX Mutual Fund
EAFHX Mutual Fund
NAV$7.83
AUM$98M
TER1.08%
Holdings2
See how much of EAFHX you already own
EAFHX Mutual Fund
NAV$7.83
Eaton Vance Floating-Rate & High Income Fund Advisor Class
AUM$98M
TER1.08%
Holdings2
See how much of EAFHX you already own
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.