EITVX Mutual Fund

NAV$52.90

AUM$385M

TER0.90%

Holdings1

See how much of EITVX you already own

Just $25 once·$99/mo·Download sample

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EITVX Mutual Fund

NAV$52.90

Eaton Vance Tax-Managed Value Fund Class I

AUM$385M

TER0.90%

Holdings1

See how much of EITVX 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 EITVX 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 EITVX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

EITVX Mutual Fund Overlap Analysis

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

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

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