EMRGX Mutual Fund
EMRGX Mutual Fund
NAV$10.32
AUM$98M
TER0.71%
Holdings121
EMRGX Mutual Fund
NAV$10.32
Emerging Markets Equities Fund, Inc Class M
AUM$98M
TER0.71%
Holdings121
EMRGX Mutual Fund Overlap Analysis
EMRGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
EMRGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 121 holdings, EMRGX may share significant positions with broad-market funds.
EMRGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. EMRGX tax-loss harvesting finds highly correlated but non-identical funds.