ETOHX Mutual Fund Analysis & Holdings | MarketXLS

ETOHX Mutual Fund

NAV$8.16

AUM$68M

TER0.89%

Holdings152

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ETOHX Mutual Fund

NAV$8.16

Eaton Vance Ohio Municipal Income Fund Class A

AUM$68M

TER0.89%

Holdings152

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 ETOHX 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 ETOHX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

ETOHX Mutual Fund Overlap Analysis

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

ETOHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 152 holdings, ETOHX may share significant positions with broad-market funds.

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