EIEAX Mutual Fund
EIEAX Mutual Fund
NAV$43.49
AUM$292M
TER0.95%
Holdings69
See how much of EIEAX you already own
EIEAX Mutual Fund
NAV$43.49
Eaton Vance Tax Managed Equity Asset Allocation Fund Class I
AUM$292M
TER0.95%
Holdings69
See how much of EIEAX you already own
EIEAX Mutual Fund Overlap Analysis
EIEAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
EIEAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 69 holdings, EIEAX may share significant positions with broad-market funds.
EIEAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. EIEAX tax-loss harvesting finds highly correlated but non-identical funds.