ECHIX Mutual Fund

NAV$4.18

AUM$13M

TER1.64%

Holdings1

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ECHIX Mutual Fund

NAV$4.18

Eaton Vance High Income Opportunities Fund Class C

AUM$13M

TER1.64%

Holdings1

See how much of ECHIX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

ECHIX Mutual Fund Overlap Analysis

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

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

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