EVMLX Mutual Fund

NAV$12.16

AUM$126M

TER0.86%

Holdings76

EVMLX Mutual Fund

NAV$12.16

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

AUM$126M

TER0.86%

Holdings76

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Holdings Overlap Analysis

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

EVMLX Mutual Fund Overlap Analysis

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

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

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