EALTX Mutual Fund

NAV$12.18

AUM$51M

TER0.65%

Holdings453

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Just $25 once·$69/mo·Download sample

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EALTX Mutual Fund

NAV$12.18

Parametric TABS 5-to-15 Year Laddered Municipal Bond Fund Class A

AUM$51M

TER0.65%

Holdings453

See how much of EALTX you already own

Just $25 once·$69/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 EALTX 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 EALTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

EALTX Mutual Fund Overlap Analysis

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

EALTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 453 holdings, EALTX may share significant positions with broad-market funds.

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