EIORX Mutual Fund
EIORX Mutual Fund
NAV$7.94
AUM$194M
TER0.52%
Holdings175
EIORX Mutual Fund
NAV$7.94
Eaton Vance Oregon Municipal Income Fund Class I
AUM$194M
TER0.52%
Holdings175
EIORX Mutual Fund Overlap Analysis
EIORX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
EIORX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 175 holdings, EIORX may share significant positions with broad-market funds.
EIORX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. EIORX tax-loss harvesting finds highly correlated but non-identical funds.