EKJCX Mutual Fund Holdings Overlap Calculator | MarketXLS

EKJCX Mutual Fund

NAV$3.23

AUM$9M

TER1.85%

Holdings65

See what you own twice

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

Check my overlap

EKJCX Mutual Fund

NAV$3.23

Allspring Premier Large Company Growth Fund Class C

AUM$9M

TER1.85%

Holdings65

See what you own twice

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

Check my overlap

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Holdings Overlap Analysis

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

EKJCX Mutual Fund Overlap Analysis

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

EKJCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 65 holdings, EKJCX may share significant positions with broad-market funds.

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