ESGIX Mutual Fund Analysis & Holdings | MarketXLS

ESGIX Mutual Fund

NAV$18.75

AUM$77M

TER0.85%

Holdings48

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ESGIX Mutual Fund

NAV$18.75

Dana Epiphany Equity Fund Institutional Class

AUM$77M

TER0.85%

Holdings48

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

ESGIX Mutual Fund Overlap Analysis

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

ESGIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 48 holdings, ESGIX may share significant positions with broad-market funds.

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