ESCQX Mutual Fund Analysis & Holdings | MarketXLS

ESCQX Mutual Fund

NAV$14.04

AUM$637M

TER0.61%

Holdings334

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ESCQX Mutual Fund

NAV$14.04

Embark Small Cap Equity Fund Retirement Class

AUM$637M

TER0.61%

Holdings334

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

ESCQX Mutual Fund Overlap Analysis

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

ESCQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 334 holdings, ESCQX may share significant positions with broad-market funds.

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