EGRYX Mutual Fund Analysis & Holdings | MarketXLS

EGRYX Mutual Fund

NAV$18.17

AUM$13M

TER0.90%

Holdings79

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EGRYX Mutual Fund

NAV$18.17

Allspring Discovery Small Cap Growth Fund Insti Class

AUM$13M

TER0.90%

Holdings79

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

EGRYX Mutual Fund Overlap Analysis

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

EGRYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 79 holdings, EGRYX may share significant positions with broad-market funds.

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