EIXIX Mutual Fund
EIXIX Mutual Fund
NAV$5.79
AUM$15M
TER1.51%
Holdings80
See how much of EIXIX you already own
EIXIX Mutual Fund
NAV$5.79
Catalyst Enhanced Income Strategy Fund Class I
AUM$15M
TER1.51%
Holdings80
See how much of EIXIX you already own
EIXIX Mutual Fund Overlap Analysis
EIXIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
EIXIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 80 holdings, EIXIX may share significant positions with broad-market funds.
EIXIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. EIXIX tax-loss harvesting finds highly correlated but non-identical funds.