EVCLX Mutual Fund

NAV$10.54

AUM$41M

TER1.02%

Holdings76

EVCLX Mutual Fund

NAV$10.54

The E-Valuator Conservative (15%-30%) RMS Fund Service Class

AUM$41M

TER1.02%

Holdings76

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Holdings Overlap Analysis

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

EVCLX Mutual Fund Overlap Analysis

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

EVCLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 76 holdings, EVCLX may share significant positions with broad-market funds.

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