EVFMX Mutual Fund

NAV$11.96

AUM$26M

TER1.25%

Holdings73

EVFMX Mutual Fund

NAV$11.96

The E-Valuator Moderate (50%-70%) RMS Fund Class R4

AUM$26M

TER1.25%

Holdings73

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Holdings Overlap Analysis

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

EVFMX Mutual Fund Overlap Analysis

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

EVFMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 73 holdings, EVFMX may share significant positions with broad-market funds.

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