ETCDX Mutual Fund

NAV$21.72

AUM$29M

TER1.95%

Holdings57

ETCDX Mutual Fund

NAV$21.72

Eventide Dividend Growth Fund Class C

AUM$29M

TER1.95%

Holdings57

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Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

ETCDX Mutual Fund Overlap Analysis

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

ETCDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 57 holdings, ETCDX may share significant positions with broad-market funds.

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