ESHAX Mutual Fund Analysis & Holdings | MarketXLS

ESHAX Mutual Fund

NAV$8.93

AUM$7M

TER0.90%

Holdings217

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ESHAX Mutual Fund

NAV$8.93

Eaton Vance Short Duration High Income Fund Class A

AUM$7M

TER0.90%

Holdings217

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

ESHAX Mutual Fund Overlap Analysis

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

ESHAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 217 holdings, ESHAX may share significant positions with broad-market funds.

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