ERGOX Mutual Fund Analysis & Holdings | MarketXLS

ERGOX Mutual Fund

NAV$5.22

TER3.01%

Holdings482

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ERGOX Mutual Fund

NAV$5.22

Eaton Vance Government Opportunities Fund Class R

TER3.01%

Holdings482

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

ERGOX Mutual Fund Overlap Analysis

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

ERGOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 482 holdings, ERGOX may share significant positions with broad-market funds.

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