EGMSX Mutual Fund Analysis & Holdings | MarketXLS

EGMSX Mutual Fund

NAV$9.03

TER1.19%

Holdings1

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EGMSX Mutual Fund

NAV$9.03

Eaton Vance Global Macro Absolute Return Fund Class R6

TER1.19%

Holdings1

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

EGMSX Mutual Fund Overlap Analysis

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

EGMSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1 holdings, EGMSX may share significant positions with broad-market funds.

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