EKBCX Mutual Fund
EKBCX Mutual Fund
NAV$19.17
AUM$169M
TER1.82%
Holdings99
See how much of EKBCX you already own
EKBCX Mutual Fund
NAV$19.17
Allspring Diversified Capital Builder Fund Class C
AUM$169M
TER1.82%
Holdings99
See how much of EKBCX you already own
EKBCX Mutual Fund Overlap Analysis
EKBCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
EKBCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 99 holdings, EKBCX may share significant positions with broad-market funds.
EKBCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. EKBCX tax-loss harvesting finds highly correlated but non-identical funds.