EBSAX Mutual Fund
EBSAX Mutual Fund
NAV$9.94
AUM$49M
TER2.00%
Holdings152
EBSAX Mutual Fund
NAV$9.94
Campbell Systematic Macro Fund Class AShares
AUM$49M
TER2.00%
Holdings152
EBSAX Mutual Fund Overlap Analysis
EBSAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
EBSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 152 holdings, EBSAX may share significant positions with broad-market funds.
EBSAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. EBSAX tax-loss harvesting finds highly correlated but non-identical funds.