ECFAX Mutual Fund Analysis & Holdings | MarketXLS

ECFAX Mutual Fund

NAV$9.38

AUM$166M

TER2.77%

Holdings1

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ECFAX Mutual Fund

NAV$9.38

Eaton Vance Floating-Rate Advantaged Fund Class C

AUM$166M

TER2.77%

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

ECFAX Mutual Fund Overlap Analysis

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

ECFAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1 holdings, ECFAX may share significant positions with broad-market funds.

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