ETHIX Mutual Fund

NAV$4.22

AUM$225M

TER0.89%

Holdings1

See how much of ETHIX you already own

Just $25 once·$99/mo·Download sample

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ETHIX Mutual Fund

NAV$4.22

Eaton Vance High Income Opportunities Fund Class A

AUM$225M

TER0.89%

Holdings1

See how much of ETHIX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

ETHIX Mutual Fund Overlap Analysis

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

ETHIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1 holdings, ETHIX may share significant positions with broad-market funds.

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