ELCSX Mutual Fund
ELCSX Mutual Fund
NAV$6.96
AUM$11,567.89
TER2.00%
Holdings2
See how much of ELCSX you already own
ELCSX Mutual Fund
NAV$6.96
Emerald Small Cap Value Fund CL C
AUM$11,567.89
TER2.00%
Holdings2
See how much of ELCSX you already own
ELCSX Mutual Fund Overlap Analysis
ELCSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ELCSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2 holdings, ELCSX may share significant positions with broad-market funds.
ELCSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ELCSX tax-loss harvesting finds highly correlated but non-identical funds.