EIIFX Mutual Fund
EIIFX Mutual Fund
NAV$12.84
AUM$401M
TER0.71%
Holdings460
See how much of EIIFX you already own
EIIFX Mutual Fund
NAV$12.84
Eaton Vance Balanced Fund Class I
AUM$401M
TER0.71%
Holdings460
See how much of EIIFX you already own
EIIFX Mutual Fund Overlap Analysis
EIIFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
EIIFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 460 holdings, EIIFX may share significant positions with broad-market funds.
EIIFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. EIIFX tax-loss harvesting finds highly correlated but non-identical funds.