EKBDX Mutual Fund Analysis & Holdings | MarketXLS

EKBDX Mutual Fund

NAV$15.27

AUM$9M

TER1.01%

Holdings99

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EKBDX Mutual Fund

NAV$15.27

Allspring Diversified Capital Builder Fund Administrator Class

AUM$9M

TER1.01%

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 EKBDX 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 EKBDX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

EKBDX Mutual Fund Overlap Analysis

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

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

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