EGORX Mutual Fund Analysis & Holdings | MarketXLS

EGORX Mutual Fund

NAV$23.22

AUM$98M

TER0.65%

Holdings52

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EGORX Mutual Fund

NAV$23.22

Allspring Large Cap Core Fund Class R6

AUM$98M

TER0.65%

Holdings52

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

EGORX Mutual Fund Overlap Analysis

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

EGORX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 52 holdings, EGORX may share significant positions with broad-market funds.

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