EKBYX Mutual Fund
EKBYX Mutual Fund
NAV$19.62
AUM$1.2B
TER0.76%
Holdings99
See how much of EKBYX you already own
EKBYX Mutual Fund
NAV$19.62
Allspring Diversified Capital Builder Fund Institutional Class
AUM$1.2B
TER0.76%
Holdings99
See how much of EKBYX you already own
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.