ECIFX Mutual Fund
ECIFX Mutual Fund
NAV$13.18
AUM$108M
TER1.71%
Holdings2
ECIFX Mutual Fund
NAV$13.18
Eaton Vance Balanced Fund Class C
AUM$108M
TER1.71%
Holdings2
ECIFX Mutual Fund Overlap Analysis
ECIFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ECIFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2 holdings, ECIFX may share significant positions with broad-market funds.
ECIFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ECIFX tax-loss harvesting finds highly correlated but non-identical funds.