EIPDX Mutual Fund Analysis & Holdings | MarketXLS

EIPDX Mutual Fund

NAV$15.96

AUM$13M

TER0.41%

Holdings191

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EIPDX Mutual Fund

NAV$15.96

Parametric Dividend Income Fund Class I

AUM$13M

TER0.41%

Holdings191

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

EIPDX Mutual Fund Overlap Analysis

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

EIPDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 191 holdings, EIPDX may share significant positions with broad-market funds.

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