ESVAX Mutual Fund Analysis & Holdings | MarketXLS

ESVAX Mutual Fund

NAV$13.03

AUM$29M

TER1.35%

Holdings142

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ESVAX Mutual Fund

NAV$13.03

Eaton Vance Global Small-Cap Equity Fund Class A

AUM$29M

TER1.35%

Holdings142

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

ESVAX Mutual Fund Overlap Analysis

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

ESVAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 142 holdings, ESVAX may share significant positions with broad-market funds.

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