ECSTX Mutual Fund
ECSTX Mutual Fund
NAV$32.38
AUM$10M
TER1.77%
Holdings63
ECSTX Mutual Fund
NAV$32.38
Eaton Vance Large-Cap Value Fund Class C
AUM$10M
TER1.77%
Holdings63
ECSTX Mutual Fund Overlap Analysis
ECSTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ECSTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 63 holdings, ECSTX may share significant positions with broad-market funds.
ECSTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ECSTX tax-loss harvesting finds highly correlated but non-identical funds.