ECSWX Mutual Fund Analysis & Holdings | MarketXLS

ECSWX Mutual Fund

NAV$12.74

AUM$2.8B

TER0.79%

Holdings339

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ECSWX Mutual Fund

NAV$12.74

Embark Commodity Strategy Fund Institutional Class

AUM$2.8B

TER0.79%

Holdings339

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare ECSWX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings ECSWX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

ECSWX Mutual Fund Overlap Analysis

ECSWX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

ECSWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 339 holdings, ECSWX may share significant positions with broad-market funds.

ECSWX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ECSWX tax-loss harvesting finds highly correlated but non-identical funds.