ETAEX Mutual Fund Analysis & Holdings | MarketXLS

ETAEX Mutual Fund

NAV$17.70

AUM$9M

TER1.60%

Holdings51

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ETAEX Mutual Fund

NAV$17.70

Eventide Exponential Technologies Fund Class A

AUM$9M

TER1.60%

Holdings51

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

ETAEX Mutual Fund Overlap Analysis

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

ETAEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 51 holdings, ETAEX may share significant positions with broad-market funds.

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