ERGMX Mutual Fund Analysis & Holdings | MarketXLS

ERGMX Mutual Fund

NAV$9.08

AUM$928,159

TER1.76%

Holdings1

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ERGMX Mutual Fund

NAV$9.08

Eaton Vance Global Macro Absolute Return Fund Class R

AUM$928,159

TER1.76%

Holdings1

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

ERGMX Mutual Fund Overlap Analysis

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

ERGMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1 holdings, ERGMX may share significant positions with broad-market funds.

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