EXFLX Mutual Fund

NAV$9.73

AUM$49M

TER0.50%

Holdings159

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EXFLX Mutual Fund

NAV$9.73

Eaton Vance National Ultra-Short Municipal Income Fund Class A

AUM$49M

TER0.50%

Holdings159

See how much of EXFLX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

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.