ETFCX Mutual Fund

NAV$17.91

AUM$47M

TER2.44%

Holdings9

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ETFCX Mutual Fund

NAV$17.91

NORTH SQUARE TACTICAL GROWTH FUND Class C

AUM$47M

TER2.44%

Holdings9

See inside every fund you own

$99/yr 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 ETFCX 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 ETFCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

ETFCX Mutual Fund Overlap Analysis

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

ETFCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, ETFCX may share significant positions with broad-market funds.

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