EBSZX Mutual Fund
EBSZX Mutual Fund
NAV$10.22
AUM$168M
TER0.24%
Holdings31
See how much of EBSZX you already own
EBSZX Mutual Fund
NAV$10.22
Eubel Brady & Suttman Income and Appreciation Fund
AUM$168M
TER0.24%
Holdings31
See how much of EBSZX you already own
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 31 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.