ENHRX Mutual Fund
ENHRX Mutual Fund
NAV$11.29
AUM$6M
TER1.00%
Holdings44
ENHRX Mutual Fund
NAV$11.29
CULLEN ENHANCED EQUITY INCOME FUND Retail Class
AUM$6M
TER1.00%
Holdings44
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.