EEOFX Mutual Fund
EEOFX Mutual Fund
NAV$17.76
AUM$652,838.53
TER1.24%
Holdings39
See how much of EEOFX you already own
EEOFX Mutual Fund
NAV$17.76
Pear Tree Essex Environmental Opportunities Fund Ordinary Class
AUM$652,838.53
TER1.24%
Holdings39
See how much of EEOFX you already own
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.