EAPDX Mutual Fund Analysis & Holdings | MarketXLS

EAPDX Mutual Fund

NAV$15.92

AUM$6M

TER0.66%

Holdings191

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

EAPDX Mutual Fund

NAV$15.92

Parametric Dividend Income Fund Class A

AUM$6M

TER0.66%

Holdings191

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 EAPDX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings EAPDX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

EAPDX Mutual Fund Overlap Analysis

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

EAPDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 191 holdings, EAPDX may share significant positions with broad-market funds.

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