ECTVX Mutual Fund
ECTVX Mutual Fund
NAV$50.53
AUM$28M
TER1.90%
Holdings1
See how much of ECTVX you already own
ECTVX Mutual Fund
NAV$50.53
Eaton Vance Tax-Managed Value Fund Class C
AUM$28M
TER1.90%
Holdings1
See how much of ECTVX you already own
ECTVX Mutual Fund Overlap Analysis
ECTVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ECTVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1 holdings, ECTVX may share significant positions with broad-market funds.
ECTVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ECTVX tax-loss harvesting finds highly correlated but non-identical funds.