ETCRX Mutual Fund
ETCRX Mutual Fund
NAV$7.77
AUM$618,374.19
TER1.48%
Holdings118
See how much of ETCRX you already own
ETCRX Mutual Fund
NAV$7.77
Eventide Core Bond Fund Class C
AUM$618,374.19
TER1.48%
Holdings118
See how much of ETCRX you already own
ETCRX Mutual Fund Overlap Analysis
ETCRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ETCRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 118 holdings, ETCRX may share significant positions with broad-market funds.
ETCRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ETCRX tax-loss harvesting finds highly correlated but non-identical funds.