EIVIX Mutual Fund
EIVIX Mutual Fund
NAV$16.17
AUM$484M
TER0.50%
Holdings45
See how much of EIVIX you already own
EIVIX Mutual Fund
NAV$16.17
Allspring Special Large Cap Value Fund Institutional Class
AUM$484M
TER0.50%
Holdings45
See how much of EIVIX you already own
EIVIX Mutual Fund Overlap Analysis
EIVIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
EIVIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 45 holdings, EIVIX may share significant positions with broad-market funds.
EIVIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. EIVIX tax-loss harvesting finds highly correlated but non-identical funds.