EQNIX Mutual Fund Analysis & Holdings | MarketXLS

EQNIX Mutual Fund

NAV$26.05

AUM$262M

TER0.64%

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EQNIX Mutual Fund

NAV$26.05

MFS Equity Income Fund Class I

AUM$262M

TER0.64%

Holdings101

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

Compare EQNIX 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 EQNIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

EQNIX Mutual Fund Overlap Analysis

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

EQNIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 101 holdings, EQNIX may share significant positions with broad-market funds.

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