ECPAX Mutual Fund
ECPAX Mutual Fund
NAV$7.46
AUM$4M
TER1.50%
Holdings148
See how much of ECPAX you already own
ECPAX Mutual Fund
NAV$7.46
Eaton Vance Pennsylvania Municipal Income Fund Class C
AUM$4M
TER1.50%
Holdings148
See how much of ECPAX you already own
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 148 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.