EKSAX Mutual Fund
EKSAX Mutual Fund
NAV$6.90
AUM$175M
TER0.84%
Holdings447
See how much of EKSAX you already own
EKSAX Mutual Fund
NAV$6.90
Allspring Diversified Income Builder Fund Class A
AUM$175M
TER0.84%
Holdings447
See how much of EKSAX you already own
EKSAX Mutual Fund Overlap Analysis
EKSAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
EKSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 447 holdings, EKSAX may share significant positions with broad-market funds.
EKSAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. EKSAX tax-loss harvesting finds highly correlated but non-identical funds.