ETABX Mutual Fund
ETABX Mutual Fund
NAV$9.93
AUM$6M
TER0.70%
Holdings114
See how much of ETABX you already own
ETABX Mutual Fund
NAV$9.93
Eventide Limited-Term Bond Fund Class A
AUM$6M
TER0.70%
Holdings114
See how much of ETABX you already own
ETABX Mutual Fund Overlap Analysis
ETABX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ETABX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 114 holdings, ETABX may share significant positions with broad-market funds.
ETABX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ETABX tax-loss harvesting finds highly correlated but non-identical funds.