EQCHX Mutual Fund

NAV$9.74

AUM$12M

TER1.85%

Holdings77

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$99/yr Pro · 7-day refund

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EQCHX Mutual Fund

NAV$9.74

AXS Chesapeake Strategy Fund Class I

AUM$12M

TER1.85%

Holdings77

See inside every fund you own

$99/yr Pro · 7-day refund

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare EQCHX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings EQCHX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

EQCHX Mutual Fund Overlap Analysis

EQCHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

EQCHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 77 holdings, EQCHX may share significant positions with broad-market funds.

EQCHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. EQCHX tax-loss harvesting finds highly correlated but non-identical funds.