EXMAX Mutual Fund

NAV$9.92

AUM$138M

TER0.67%

Holdings613

EXMAX Mutual Fund

NAV$9.92

Eaton Vance Short Duration Municipal Opportunities Fund Class A

AUM$138M

TER0.67%

Holdings613

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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.