ETHYX Mutual Fund Analysis & Holdings | MarketXLS

ETHYX Mutual Fund

NAV$8.08

AUM$296M

TER0.88%

Holdings484

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ETHYX Mutual Fund

NAV$8.08

Eaton Vance High Yield Municipal Income Fund Class A

AUM$296M

TER0.88%

Holdings484

See inside every fund you own

$45/quarter 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 ETHYX 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 ETHYX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

ETHYX Mutual Fund Overlap Analysis

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

ETHYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 484 holdings, ETHYX may share significant positions with broad-market funds.

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