ETLCX Mutual Fund
ETLCX Mutual Fund
NAV$17.01
AUM$2M
TER1.94%
Holdings51
ETLCX Mutual Fund
NAV$17.01
Eventide Large Cap Focus Fund Class C
AUM$2M
TER1.94%
Holdings51
ETLCX Mutual Fund Overlap Analysis
ETLCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ETLCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 51 holdings, ETLCX may share significant positions with broad-market funds.
ETLCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ETLCX tax-loss harvesting finds highly correlated but non-identical funds.