EFFIX Mutual Fund

NAV$10.69

AUM$88M

TER2.00%

Holdings1,926

EFFIX Mutual Fund

NAV$10.69

Efficient Enhanced Multi-Asset Fund Class I

AUM$88M

TER2.00%

Holdings1,926

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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 1926 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.