ESGCX Mutual Fund Analysis & Holdings | MarketXLS

ESGCX Mutual Fund

NAV$21.21

AUM$3M

TER1.95%

Holdings51

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ESGCX Mutual Fund

NAV$21.21

Mirova Global Megatrends Fund Class C

AUM$3M

TER1.95%

Holdings51

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

ESGCX Mutual Fund Overlap Analysis

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

ESGCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 51 holdings, ESGCX may share significant positions with broad-market funds.

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