ECIFX Mutual Fund
ECIFX Mutual Fund
NAV$12.92
AUM$105M
TER1.71%
Holdings460
See how much of ECIFX you already own
ECIFX Mutual Fund
NAV$12.92
Eaton Vance Balanced Fund Class C
AUM$105M
TER1.71%
Holdings460
See how much of ECIFX you already own
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 460 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.