EVIFX Mutual Fund

NAV$13.10

AUM$503M

TER0.96%

Holdings2

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EVIFX Mutual Fund

NAV$13.10

Eaton Vance Balanced Fund Class A

AUM$503M

TER0.96%

Holdings2

See inside every fund you own

$99/yr 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 EVIFX 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 EVIFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

EVIFX Mutual Fund Overlap Analysis

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

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

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