EVBLX Mutual Fund

NAV$8.11

AUM$411M

TER1.06%

Holdings1

See how much of EVBLX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

EVBLX Mutual Fund

NAV$8.11

Eaton Vance Floating-Rate Fund Class A

AUM$411M

TER1.06%

Holdings1

See how much of EVBLX 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 EVBLX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings EVBLX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

EVBLX Mutual Fund Overlap Analysis

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

EVBLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1 holdings, EVBLX may share significant positions with broad-market funds.

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