EBSPX Mutual Fund Analysis & Holdings | MarketXLS

EBSPX Mutual Fund

NAV$8.24

AUM$1M

TER2.02%

Holdings152

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

EBSPX Mutual Fund

NAV$8.24

Campbell Systematic Macro Fund

AUM$1M

TER2.02%

Holdings152

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare EBSPX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings EBSPX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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 152 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.