EBSFX Mutual Fund
EBSFX Mutual Fund
NAV$9.71
AUM$428M
TER0.18%
Holdings52
EBSFX Mutual Fund
NAV$9.71
Eubel Brady & Suttman Income Fund
AUM$428M
TER0.18%
Holdings52
EBSFX Mutual Fund Overlap Analysis
EBSFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
EBSFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 52 holdings, EBSFX may share significant positions with broad-market funds.
EBSFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. EBSFX tax-loss harvesting finds highly correlated but non-identical funds.