EQTIX Mutual Fund Analysis & Holdings | MarketXLS

EQTIX Mutual Fund

NAV$18.57

AUM$1.1B

TER0.64%

Holdings266

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EQTIX Mutual Fund

NAV$18.57

Shelton Equity Income Fund Investor Class

AUM$1.1B

TER0.64%

Holdings266

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

EQTIX Mutual Fund Overlap Analysis

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

EQTIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 266 holdings, EQTIX may share significant positions with broad-market funds.

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