EICIX Mutual Fund
EICIX Mutual Fund
NAV$20.70
AUM$340M
TER0.96%
Holdings45
EICIX Mutual Fund
NAV$20.70
EIC Value Fund Institutional Class
AUM$340M
TER0.96%
Holdings45
EICIX Mutual Fund Overlap Analysis
EICIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
EICIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 45 holdings, EICIX may share significant positions with broad-market funds.
EICIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. EICIX tax-loss harvesting finds highly correlated but non-identical funds.