EXMAX Mutual Fund

NAV$9.88

AUM$138M

TER0.66%

Holdings613

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EXMAX Mutual Fund

NAV$9.88

Eaton Vance Short Duration Municipal Opportunities Fund Class A

AUM$138M

TER0.66%

Holdings613

See how much of EXMAX 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 EXMAX 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 EXMAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

EXMAX Mutual Fund Overlap Analysis

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

EXMAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 613 holdings, EXMAX may share significant positions with broad-market funds.

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