EVTTX Mutual Fund

NAV$11.90

AUM$28M

TER1.08%

Holdings76

EVTTX Mutual Fund

NAV$11.90

The E-Valuator Conservative / Moderate (30%-50%) RMS Fund Service Class

AUM$28M

TER1.08%

Holdings76

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Holdings Overlap Analysis

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

EVTTX Mutual Fund Overlap Analysis

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

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

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