ECEAX Mutual Fund
ECEAX Mutual Fund
NAV$39.27
AUM$52M
TER1.95%
Holdings69
See how much of ECEAX you already own
ECEAX Mutual Fund
NAV$39.27
Eaton Vance Tax Managed Equity Asset Allocation Fund Class C
AUM$52M
TER1.95%
Holdings69
See how much of ECEAX you already own
ECEAX Mutual Fund Overlap Analysis
ECEAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ECEAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 69 holdings, ECEAX may share significant positions with broad-market funds.
ECEAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ECEAX tax-loss harvesting finds highly correlated but non-identical funds.