EVOCX Mutual Fund

EVOCX Mutual Fund (Altegris Futures Evolution Strategy Fund Class C) is managed by altegris Invesments with $1.2M in net assets. EVOCX expense ratio is 2.34%, holding 245 positions across sectors including Financials. Inception date: 2012-02-16.

EVOCX performance shows a YTD return of 3.62%. The 1-year return is 12.07% and the 5-year return is 6.68%. EVOCX dividend yield stands at 8.88%, paid monthly.

EVOCX top holdings include Doubleline Core Fixed Income Fund (35.0%), Doubleline Low Duration Bond Fund (34.7%), Sold THB Bought USD 20260420 (16.4%), Bought HUF Sold USD 20260415 (6.8%), First American Government Obligations Fund (5.7%). Go to all EVOCX holdings, EVOCX sectors, or EVOCX dividends.

EVOCX can be compared against other funds. Use EVOCX overlap to find shared positions, or EVOCX vs another fund for a side-by-side view. EVOCX alternatives are available via the screener, along with tax-loss harvesting opportunities.