EDIAX Mutual Fund

NAV$12.29

AUM$146M

TER1.17%

Holdings644

See how much of EDIAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

EDIAX Mutual Fund

NAV$12.29

Eaton Vance Global Income Builder Fund Class A

AUM$146M

TER1.17%

Holdings644

See how much of EDIAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

Compare With

🔍

Discover Portfolio Overlap

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

EDIAX Mutual Fund Overlap Analysis

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

EDIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 644 holdings, EDIAX may share significant positions with broad-market funds.

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