EGFIX Mutual Fund Holdings Overlap Calculator | MarketXLS

EGFIX Mutual Fund

NAV$4.69

AUM$1.9B

TER0.85%

Holdings23

See what you own twice

Check EGFIX against your other funds. Free for up to 5.

Check my overlap

EGFIX Mutual Fund

NAV$4.69

Edgewood Growth Fund Institutional Class

AUM$1.9B

TER0.85%

Holdings23

See what you own twice

Check EGFIX against your other funds. Free for up to 5.

Check my overlap

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

Holdings Overlap Analysis

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

EGFIX Mutual Fund Overlap Analysis

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

EGFIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 23 holdings, EGFIX may share significant positions with broad-market funds.

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