ETIDX Mutual Fund
ETIDX Mutual Fund
NAV$22.22
AUM$1.2B
TER0.95%
Holdings57
See how much of ETIDX you already own
ETIDX Mutual Fund
NAV$22.22
Eventide Dividend Growth Fund Class I
AUM$1.2B
TER0.95%
Holdings57
See how much of ETIDX you already own
ETIDX Mutual Fund Overlap Analysis
ETIDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ETIDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 57 holdings, ETIDX may share significant positions with broad-market funds.
ETIDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ETIDX tax-loss harvesting finds highly correlated but non-identical funds.