ESCJX Mutual Fund
ESCJX Mutual Fund
NAV$19.09
AUM$115M
TER0.88%
Holdings103
See how much of ESCJX you already own
ESCJX Mutual Fund
NAV$19.09
1290 Essex Small Cap Growth Fund Class I
AUM$115M
TER0.88%
Holdings103
See how much of ESCJX you already own
ESCJX Mutual Fund Overlap Analysis
ESCJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ESCJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 103 holdings, ESCJX may share significant positions with broad-market funds.
ESCJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ESCJX tax-loss harvesting finds highly correlated but non-identical funds.