EGRIX Mutual Fund

NAV$12.77

AUM$3.2B

TER2.22%

Holdings1

EGRIX Mutual Fund

NAV$12.77

Eaton Vance Global Macro Absolute Return Advantage Fund Class I

AUM$3.2B

TER2.22%

Holdings1

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Holdings Overlap Analysis

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

EGRIX Mutual Fund Overlap Analysis

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

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

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