EKBAX Mutual Fund Analysis & Holdings | MarketXLS

EKBAX Mutual Fund

NAV$20.46

AUM$1.2B

TER1.07%

Holdings99

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

EKBAX Mutual Fund

NAV$20.46

Allspring Diversified Capital Builder Fund Class A

AUM$1.2B

TER1.07%

Holdings99

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 EKBAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings EKBAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

EKBAX Mutual Fund Overlap Analysis

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

EKBAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 99 holdings, EKBAX may share significant positions with broad-market funds.

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