ETEGX Mutual Fund
ETEGX Mutual Fund
NAV$13.62
AUM$22M
TER1.21%
Holdings66
See how much of ETEGX you already own
ETEGX Mutual Fund
NAV$13.62
Eaton Vance Small-Cap Fund Class A
AUM$22M
TER1.21%
Holdings66
See how much of ETEGX you already own
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.