ECERX Mutual Fund
ECERX Mutual Fund
NAV$21.00
AUM$3M
TER1.73%
Holdings1
See how much of ECERX you already own
ECERX Mutual Fund
NAV$21.00
Eaton Vance Stock Fund Class C
AUM$3M
TER1.73%
Holdings1
See how much of ECERX you already own
ECERX Mutual Fund Overlap Analysis
ECERX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ECERX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1 holdings, ECERX may share significant positions with broad-market funds.
ECERX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ECERX tax-loss harvesting finds highly correlated but non-identical funds.