ENHRX Mutual Fund
ENHRX Mutual Fund
NAV$11.24
AUM$6M
TER1.00%
Holdings44
See how much of ENHRX you already own
ENHRX Mutual Fund
NAV$11.24
CULLEN ENHANCED EQUITY INCOME FUND Retail Class
AUM$6M
TER1.00%
Holdings44
See how much of ENHRX you already own
ENHRX Mutual Fund Overlap Analysis
ENHRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ENHRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 44 holdings, ENHRX may share significant positions with broad-market funds.
ENHRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ENHRX tax-loss harvesting finds highly correlated but non-identical funds.