EVFAX Mutual Fund Analysis & Holdings | MarketXLS

EVFAX Mutual Fund

NAV$9.40

TER2.27%

Holdings1

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EVFAX Mutual Fund

NAV$9.40

Eaton Vance Floating-Rate Advantaged Fund Advisers Class

TER2.27%

Holdings1

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

EVFAX Mutual Fund Overlap Analysis

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

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

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