EVCGX Mutual Fund
EVCGX Mutual Fund
NAV$15.51
AUM$28M
TER1.50%
Holdings63
See how much of EVCGX you already own
EVCGX Mutual Fund
NAV$15.51
Eaton Vance China Equity Fund Class A
AUM$28M
TER1.50%
Holdings63
See how much of EVCGX you already own
EVCGX Mutual Fund Overlap Analysis
EVCGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
EVCGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 63 holdings, EVCGX may share significant positions with broad-market funds.
EVCGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. EVCGX tax-loss harvesting finds highly correlated but non-identical funds.