EKGIX Mutual Fund
EKGIX Mutual Fund
NAV$45.57
AUM$38M
TER1.10%
Holdings90
See how much of EKGIX you already own
EKGIX Mutual Fund
NAV$45.57
Allspring Special Global Small Cap Fund Class Institutional
AUM$38M
TER1.10%
Holdings90
See how much of EKGIX you already own
EKGIX Mutual Fund Overlap Analysis
EKGIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
EKGIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 90 holdings, EKGIX may share significant positions with broad-market funds.
EKGIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. EKGIX tax-loss harvesting finds highly correlated but non-identical funds.