EVFAX Mutual Fund
EVFAX Mutual Fund
NAV$9.27
TER2.27%
Holdings631
See how much of EVFAX you already own
EVFAX Mutual Fund
NAV$9.27
Eaton Vance Floating-Rate Advantaged Fund Advisers Class
TER2.27%
Holdings631
See how much of EVFAX you already own
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 631 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.