ETMBX Mutual Fund

NAV$7.58

AUM$88M

TER0.83%

Holdings104

See how much of ETMBX you already own

Just $25 once·$99/mo·Download sample

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ETMBX Mutual Fund

NAV$7.58

Eaton Vance AMT-Free Municipal Income Fund Class A

AUM$88M

TER0.83%

Holdings104

See how much of ETMBX 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 ETMBX 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 ETMBX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

ETMBX Mutual Fund Overlap Analysis

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

ETMBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 104 holdings, ETMBX may share significant positions with broad-market funds.

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