EVGLX Mutual Fund

NAV$12.27

AUM$247M

TER0.83%

Holdings71

EVGLX Mutual Fund

NAV$12.27

The E-Valuator Growth (70%-85%) RMS Fund Service Class

AUM$247M

TER0.83%

Holdings71

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Holdings Overlap Analysis

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

EVGLX Mutual Fund Overlap Analysis

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

EVGLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 71 holdings, EVGLX may share significant positions with broad-market funds.

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