ECSMX Mutual Fund
ECSMX Mutual Fund
NAV$10.34
AUM$4M
TER1.96%
Holdings66
See how much of ECSMX you already own
ECSMX Mutual Fund
NAV$10.34
Eaton Vance Small-Cap Fund Class C
AUM$4M
TER1.96%
Holdings66
See how much of ECSMX you already own
ECSMX Mutual Fund Overlap Analysis
ECSMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ECSMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 66 holdings, ECSMX may share significant positions with broad-market funds.
ECSMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ECSMX tax-loss harvesting finds highly correlated but non-identical funds.