EVAGX Mutual Fund

NAV$15.21

AUM$251M

TER0.82%

Holdings66

EVAGX Mutual Fund

NAV$15.21

The E-Valuator Enhanced Growth (85%-99%) RMS Fund Service Class

AUM$251M

TER0.82%

Holdings66

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Holdings Overlap Analysis

Compare EVAGX 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 EVAGX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

EVAGX Mutual Fund Overlap Analysis

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

EVAGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 66 holdings, EVAGX may share significant positions with broad-market funds.

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