ESCFX Mutual Fund
ESCFX Mutual Fund
NAV$19.37
AUM$1M
TER1.13%
Holdings103
See how much of ESCFX you already own
ESCFX Mutual Fund
NAV$19.37
1290 Essex Small Cap Growth Fund
AUM$1M
TER1.13%
Holdings103
See how much of ESCFX you already own
ESCFX Mutual Fund Overlap Analysis
ESCFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ESCFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 103 holdings, ESCFX may share significant positions with broad-market funds.
ESCFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ESCFX tax-loss harvesting finds highly correlated but non-identical funds.