EBSPX Mutual Fund
EBSPX Mutual Fund
NAV$8.24
AUM$1M
TER2.02%
Holdings153
See how much of EBSPX you already own
EBSPX Mutual Fund
NAV$8.24
Campbell Systematic Macro Fund
AUM$1M
TER2.02%
Holdings153
See how much of EBSPX you already own
EBSPX Mutual Fund Overlap Analysis
EBSPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
EBSPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 153 holdings, EBSPX may share significant positions with broad-market funds.
EBSPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. EBSPX tax-loss harvesting finds highly correlated but non-identical funds.