EKIZX Mutual Fund
EKIZX Mutual Fund
NAV$8.86
AUM$118M
TER0.46%
Holdings503
See how much of EKIZX you already own
EKIZX Mutual Fund
NAV$8.86
Allspring Adjustable Rate Government Fund institutional
AUM$118M
TER0.46%
Holdings503
See how much of EKIZX you already own
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.