EKIZX Mutual Fund Holdings Overlap Calculator | MarketXLS

EKIZX Mutual Fund

NAV$8.86

AUM$118M

TER0.46%

Holdings503

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EKIZX Mutual Fund

NAV$8.86

Allspring Adjustable Rate Government Fund institutional

AUM$118M

TER0.46%

Holdings503

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

EKIZX Mutual Fund Overlap Analysis

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

EKIZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 503 holdings, EKIZX may share significant positions with broad-market funds.

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