EIERX Mutual Fund
EIERX Mutual Fund
NAV$23.77
AUM$29M
TER0.73%
Holdings1
See how much of EIERX you already own
EIERX Mutual Fund
NAV$23.77
Eaton Vance Stock Fund Class I
AUM$29M
TER0.73%
Holdings1
See how much of EIERX you already own
EIERX Mutual Fund Overlap Analysis
EIERX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
EIERX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1 holdings, EIERX may share significant positions with broad-market funds.
EIERX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. EIERX tax-loss harvesting finds highly correlated but non-identical funds.