ETORX Mutual Fund Analysis & Holdings | MarketXLS

ETORX Mutual Fund

NAV$7.94

AUM$85M

TER0.72%

Holdings175

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ETORX Mutual Fund

NAV$7.94

Eaton Vance Oregon Municipal Income Fund Class A

AUM$85M

TER0.72%

Holdings175

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

ETORX Mutual Fund Overlap Analysis

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

ETORX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 175 holdings, ETORX may share significant positions with broad-market funds.

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