ERASX Mutual Fund Analysis & Holdings | MarketXLS

ERASX Mutual Fund

NAV$40.30

AUM$3.4B

TER0.81%

Holdings58

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ERASX Mutual Fund

NAV$40.30

Eaton Vance Atlanta Capital SMID-Cap Fund Class R6

AUM$3.4B

TER0.81%

Holdings58

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

ERASX Mutual Fund Overlap Analysis

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

ERASX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 58 holdings, ERASX may share significant positions with broad-market funds.

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