ETEGX Mutual Fund
ETEGX Mutual Fund
NAV$14.88
AUM$22M
TER1.21%
Holdings66
ETEGX Mutual Fund
NAV$14.88
Eaton Vance Small-Cap Fund Class A
AUM$22M
TER1.21%
Holdings66
ETEGX Mutual Fund Overlap Analysis
ETEGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ETEGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 66 holdings, ETEGX may share significant positions with broad-market funds.
ETEGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ETEGX tax-loss harvesting finds highly correlated but non-identical funds.