ECOIX Mutual Fund
ECOIX Mutual Fund
NAV$10.91
AUM$284M
TER1.07%
Holdings32
See how much of ECOIX you already own
ECOIX Mutual Fund
NAV$10.91
Redwheel Next Generation Power Infrastructure Fund Institutional Class
AUM$284M
TER1.07%
Holdings32
See how much of ECOIX you already own
ECOIX Mutual Fund Overlap Analysis
ECOIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ECOIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 32 holdings, ECOIX may share significant positions with broad-market funds.
ECOIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ECOIX tax-loss harvesting finds highly correlated but non-identical funds.