EZMAX Mutual Fund

NAV$9.18

AUM$7M

TER1.41%

Holdings626

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EZMAX Mutual Fund

NAV$9.18

Eaton Vance Short Duration Municipal Opportunities Fund Class C

AUM$7M

TER1.41%

Holdings626

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

EZMAX Mutual Fund Overlap Analysis

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

EZMAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 626 holdings, EZMAX may share significant positions with broad-market funds.

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