EQNRX Mutual Fund
EQNRX Mutual Fund
NAV$26.17
AUM$1M
TER1.64%
Holdings101
See how much of EQNRX you already own
EQNRX Mutual Fund
NAV$26.17
MFS Equity Income Fund Class R1
AUM$1M
TER1.64%
Holdings101
See how much of EQNRX you already own
EQNRX Mutual Fund Overlap Analysis
EQNRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
EQNRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 101 holdings, EQNRX may share significant positions with broad-market funds.
EQNRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. EQNRX tax-loss harvesting finds highly correlated but non-identical funds.