EARAX Mutual Fund

NAV$16.94

AUM$82M

TER1.12%

Holdings233

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EARAX Mutual Fund

NAV$16.94

Eaton Vance All Asset Strategy Fund Class A

AUM$82M

TER1.12%

Holdings233

See how much of EARAX you already own

Just $25 once·$99/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 EARAX 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 EARAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

EARAX Mutual Fund Overlap Analysis

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

EARAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 233 holdings, EARAX may share significant positions with broad-market funds.

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