EVGRX Mutual Fund

NAV$12.40

AUM$27M

TER1.23%

Holdings71

EVGRX Mutual Fund

NAV$12.40

The E-Valuator Growth (70%-85%) RMS Fund Class R4

AUM$27M

TER1.23%

Holdings71

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Holdings Overlap Analysis

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

EVGRX Mutual Fund Overlap Analysis

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

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

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