ERSTX Mutual Fund

NAV$31.81

AUM$68M

TER1.27%

Holdings63

ERSTX Mutual Fund

NAV$31.81

Eaton Vance Large-Cap Value Fund Class R

AUM$68M

TER1.27%

Holdings63

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Holdings Overlap Analysis

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

ERSTX Mutual Fund Overlap Analysis

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

ERSTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 63 holdings, ERSTX may share significant positions with broad-market funds.

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