EXFLX Mutual Fund

NAV$9.74

AUM$49M

TER0.50%

Holdings159

EXFLX Mutual Fund

NAV$9.74

Eaton Vance National Ultra-Short Municipal Income Fund Class A

AUM$49M

TER0.50%

Holdings159

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Holdings Overlap Analysis

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

EXFLX Mutual Fund Overlap Analysis

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

EXFLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 159 holdings, EXFLX may share significant positions with broad-market funds.

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