EIMGX Mutual Fund

NAV$31.24

AUM$34M

TER0.89%

Holdings1

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EIMGX Mutual Fund

NAV$31.24

Eaton Vance Tax-Managed Small-Cap Fund Class I

AUM$34M

TER0.89%

Holdings1

See how much of EIMGX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

EIMGX Mutual Fund Overlap Analysis

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

EIMGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1 holdings, EIMGX may share significant positions with broad-market funds.

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