ESSAX Mutual Fund Analysis & Holdings | MarketXLS

ESSAX Mutual Fund

NAV$18.40

AUM$423,725

TER1.55%

Holdings32

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ESSAX Mutual Fund

NAV$18.40

Ashmore Emerging Markets Small-Cap Equity Fund Class A

AUM$423,725

TER1.55%

Holdings32

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

ESSAX Mutual Fund Overlap Analysis

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

ESSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 32 holdings, ESSAX may share significant positions with broad-market funds.

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