EMAIX Mutual Fund
EMAIX Mutual Fund
NAV$9.92
AUM$711M
TER0.52%
Holdings613
EMAIX Mutual Fund
NAV$9.92
Eaton Vance Short Duration Municipal Opportunities Fund Class I
AUM$711M
TER0.52%
Holdings613
EMAIX Mutual Fund Overlap Analysis
EMAIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
EMAIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 613 holdings, EMAIX may share significant positions with broad-market funds.
EMAIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. EMAIX tax-loss harvesting finds highly correlated but non-identical funds.