ECHSX Mutual Fund
ECHSX Mutual Fund
NAV$13.45
AUM$14M
TER1.93%
Holdings42
See how much of ECHSX you already own
ECHSX Mutual Fund
NAV$13.45
Eaton Vance Worldwide Health Sciences Fund Cl C
AUM$14M
TER1.93%
Holdings42
See how much of ECHSX you already own
ECHSX Mutual Fund Overlap Analysis
ECHSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ECHSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 42 holdings, ECHSX may share significant positions with broad-market funds.
ECHSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ECHSX tax-loss harvesting finds highly correlated but non-identical funds.