EIPAX Mutual Fund
EIPAX Mutual Fund
NAV$7.23
AUM$95M
TER0.55%
Holdings148
See how much of EIPAX you already own
EIPAX Mutual Fund
NAV$7.23
Eaton Vance Pennsylvania Municipal Income Fund Class I
AUM$95M
TER0.55%
Holdings148
See how much of EIPAX you already own
EIPAX Mutual Fund Overlap Analysis
EIPAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
EIPAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 148 holdings, EIPAX may share significant positions with broad-market funds.
EIPAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. EIPAX tax-loss harvesting finds highly correlated but non-identical funds.