ECERX Mutual Fund Analysis & Holdings | MarketXLS

ECERX Mutual Fund

NAV$21.86

AUM$3M

TER1.73%

Holdings1

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ECERX Mutual Fund

NAV$21.86

Eaton Vance Stock Fund Class C

AUM$3M

TER1.73%

Holdings1

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 ECERX 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 ECERX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.