EVMBX Mutual Fund

NAV$8.59

AUM$83M

TER0.58%

Holdings104

EVMBX Mutual Fund

NAV$8.59

Eaton Vance AMT-Free Municipal Income Fund Class I

AUM$83M

TER0.58%

Holdings104

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Holdings Overlap Analysis

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

EVMBX Mutual Fund Overlap Analysis

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

EVMBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 104 holdings, EVMBX may share significant positions with broad-market funds.

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