EBSIX Mutual Fund
EBSIX Mutual Fund
NAV$10.73
AUM$2.2B
TER1.75%
Holdings153
See how much of EBSIX you already own
EBSIX Mutual Fund
NAV$10.73
Campbell Systematic Macro Fund Class I
AUM$2.2B
TER1.75%
Holdings153
See how much of EBSIX you already own
EBSIX Mutual Fund Overlap Analysis
EBSIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
EBSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 153 holdings, EBSIX may share significant positions with broad-market funds.
EBSIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. EBSIX tax-loss harvesting finds highly correlated but non-identical funds.