ETAGX Mutual Fund
ETAGX Mutual Fund
NAV$60.73
AUM$367M
TER1.43%
Holdings74
See how much of ETAGX you already own
ETAGX Mutual Fund
NAV$60.73
Eventide Gilead Fund Class A
AUM$367M
TER1.43%
Holdings74
See how much of ETAGX you already own
ETAGX Mutual Fund Overlap Analysis
ETAGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ETAGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 74 holdings, ETAGX may share significant positions with broad-market funds.
ETAGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ETAGX tax-loss harvesting finds highly correlated but non-identical funds.