EEOFX Mutual Fund

NAV$18.37

AUM$620,195.06

TER1.24%

Holdings39

EEOFX Mutual Fund

NAV$18.37

Pear Tree Essex Environmental Opportunities Fund Ordinary Class

AUM$620,195.06

TER1.24%

Holdings39

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Holdings Overlap Analysis

Compare EEOFX 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 EEOFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

EEOFX Mutual Fund Overlap Analysis

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

EEOFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, EEOFX may share significant positions with broad-market funds.

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