EAFVX Mutual Fund
EAFVX Mutual Fund
NAV$25.50
AUM$18M
TER0.99%
Holdings37
See how much of EAFVX you already own
EAFVX Mutual Fund
NAV$25.50
Eaton Vance Focused Value Opportunities Fund Class A
AUM$18M
TER0.99%
Holdings37
See how much of EAFVX you already own
EAFVX Mutual Fund Overlap Analysis
EAFVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
EAFVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 37 holdings, EAFVX may share significant positions with broad-market funds.
EAFVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. EAFVX tax-loss harvesting finds highly correlated but non-identical funds.