ECPAX Mutual Fund
ECPAX Mutual Fund
NAV$7.91
AUM$4M
TER1.50%
Holdings141
ECPAX Mutual Fund
NAV$7.91
Eaton Vance Pennsylvania Municipal Income Fund Class C
AUM$4M
TER1.50%
Holdings141
ECPAX Mutual Fund Overlap Analysis
ECPAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ECPAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 141 holdings, ECPAX may share significant positions with broad-market funds.
ECPAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ECPAX tax-loss harvesting finds highly correlated but non-identical funds.