ETAZX Mutual Fund Analysis & Holdings | MarketXLS

ETAZX Mutual Fund

NAV$8.93

AUM$43M

TER0.73%

Holdings133

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ETAZX Mutual Fund

NAV$8.93

Eaton Vance Arizona Municipal Income Fund Class A

AUM$43M

TER0.73%

Holdings133

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

ETAZX Mutual Fund Overlap Analysis

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

ETAZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 133 holdings, ETAZX may share significant positions with broad-market funds.

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