EKBYX Mutual Fund Holdings Overlap Calculator | MarketXLS

EKBYX Mutual Fund

NAV$20.39

AUM$1.1B

TER0.76%

Holdings99

See what you own twice

Check EKBYX against your other funds. Free for up to 5.

Check my overlap

EKBYX Mutual Fund

NAV$20.39

Allspring Diversified Capital Builder Fund Institutional Class

AUM$1.1B

TER0.76%

Holdings99

See what you own twice

Check EKBYX against your other funds. Free for up to 5.

Check my overlap

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

EKBYX Mutual Fund Overlap Analysis

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

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

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