EISGX Mutual Fund
EISGX Mutual Fund
NAV$16.70
AUM$101M
TER0.96%
Holdings66
See how much of EISGX you already own
EISGX Mutual Fund
NAV$16.70
Eaton Vance Small-Cap Class I
AUM$101M
TER0.96%
Holdings66
See how much of EISGX you already own
EISGX Mutual Fund Overlap Analysis
EISGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
EISGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 66 holdings, EISGX may share significant positions with broad-market funds.
EISGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. EISGX tax-loss harvesting finds highly correlated but non-identical funds.