EFFIX Mutual Fund

NAV$11.14

AUM$95M

TER2.00%

Holdings1,977

See how much of EFFIX you already own

Just $25 once·$99/mo·Download sample

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EFFIX Mutual Fund

NAV$11.14

Efficient Enhanced Multi-Asset Fund Class I

AUM$95M

TER2.00%

Holdings1,977

See how much of EFFIX 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 EFFIX 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 EFFIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

EFFIX Mutual Fund Overlap Analysis

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

EFFIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1977 holdings, EFFIX may share significant positions with broad-market funds.

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