EVCLX Mutual Fund
EVCLX Mutual Fund
NAV$10.68
AUM$42M
TER1.02%
Holdings76
See how much of EVCLX you already own
EVCLX Mutual Fund
NAV$10.68
The E-Valuator Conservative (15%-30%) RMS Fund Service Class
AUM$42M
TER1.02%
Holdings76
See how much of EVCLX you already own
EVCLX Mutual Fund Overlap Analysis
EVCLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
EVCLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 76 holdings, EVCLX may share significant positions with broad-market funds.
EVCLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. EVCLX tax-loss harvesting finds highly correlated but non-identical funds.