EVFHX Mutual Fund Analysis & Holdings | MarketXLS

EVFHX Mutual Fund

NAV$8.38

AUM$85M

TER1.08%

Holdings2

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EVFHX Mutual Fund

NAV$8.38

Eaton Vance Floating-Rate & High Income Fund Class A

AUM$85M

TER1.08%

Holdings2

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

EVFHX Mutual Fund Overlap Analysis

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

EVFHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2 holdings, EVFHX may share significant positions with broad-market funds.

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