EVSTX Mutual Fund

NAV$25.27

AUM$23M

TER1.58%

Holdings178

EVSTX Mutual Fund

NAV$25.27

Allspring Disciplined US Core Fund Class C

AUM$23M

TER1.58%

Holdings178

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Holdings Overlap Analysis

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

EVSTX Mutual Fund Overlap Analysis

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

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

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