EBSZX Mutual Fund Analysis & Holdings | MarketXLS

EBSZX Mutual Fund

NAV$10.27

AUM$160M

TER0.24%

Holdings33

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EBSZX Mutual Fund

NAV$10.27

Eubel Brady & Suttman Income and Appreciation Fund

AUM$160M

TER0.24%

Holdings33

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

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Discover Portfolio Overlap

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

EBSZX Mutual Fund Overlap Analysis

EBSZX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

EBSZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 33 holdings, EBSZX may share significant positions with broad-market funds.

EBSZX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. EBSZX tax-loss harvesting finds highly correlated but non-identical funds.