EPVIX Mutual Fund Analysis & Holdings | MarketXLS

EPVIX Mutual Fund

NAV$14.92

AUM$49M

TER1.46%

Holdings44

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EPVIX Mutual Fund

NAV$14.92

EuroPac International Value Fund Class I

AUM$49M

TER1.46%

Holdings44

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

EPVIX Mutual Fund Overlap Analysis

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

EPVIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 44 holdings, EPVIX may share significant positions with broad-market funds.

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