ETNCX Mutual Fund
NAV$8.37
AUM$56M
TER0.71%
Holdings216
ETNCX Mutual Fund
NAV$8.37
Eaton Vance North Carolina Municipal Income Fund Class A
AUM$56M
TER0.71%
Holdings216
ETNCX Mutual Fund Overlap Analysis
ETNCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ETNCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 216 holdings, ETNCX may share significant positions with broad-market funds.
ETNCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ETNCX tax-loss harvesting finds highly correlated but non-identical funds.