EVSIX Mutual Fund

NAV$29.96

AUM$692M

TER0.48%

Holdings178

EVSIX Mutual Fund

NAV$29.96

Allspring Disciplined US Core Fund institutional

AUM$692M

TER0.48%

Holdings178

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Holdings Overlap Analysis

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

EVSIX Mutual Fund Overlap Analysis

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

EVSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 178 holdings, EVSIX may share significant positions with broad-market funds.

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