ESTAX Mutual Fund Analysis & Holdings | MarketXLS

ESTAX Mutual Fund

NAV$5.39

AUM$76,425.18

TER1.06%

Holdings20

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ESTAX Mutual Fund

NAV$5.39

Emerald Select trueLiberty Income Fund Class A

AUM$76,425.18

TER1.06%

Holdings20

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

ESTAX Mutual Fund Overlap Analysis

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

ESTAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, ESTAX may share significant positions with broad-market funds.

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