EGFSX Mutual Fund Analysis & Holdings | MarketXLS

EGFSX Mutual Fund

TER1.25%

Holdings23

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EGFSX Mutual Fund

Edgewood Growth Fund Service Share Class

TER1.25%

Holdings23

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

EGFSX Mutual Fund Overlap Analysis

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

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

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