EKSDX Mutual Fund

NAV$6.28

AUM$2M

TER0.88%

Holdings447

EKSDX Mutual Fund

NAV$6.28

Allspring Diversified Income Builder Fund Admin Class

AUM$2M

TER0.88%

Holdings447

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Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

EKSDX Mutual Fund Overlap Analysis

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

EKSDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 447 holdings, EKSDX may share significant positions with broad-market funds.

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