EKSCX Mutual Fund
NAV$6.92
AUM$28M
TER1.59%
Holdings447
EKSCX Mutual Fund
NAV$6.92
Allspring Diversified Income Builder Fund Class C
AUM$28M
TER1.59%
Holdings447
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EKSCX Mutual Fund Overlap Analysis
EKSCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
EKSCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 447 holdings, EKSCX may share significant positions with broad-market funds.
EKSCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. EKSCX tax-loss harvesting finds highly correlated but non-identical funds.