EVDAX Mutual Fund

NAV$22.37

AUM$9M

TER2.00%

Holdings174

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EVDAX Mutual Fund

NAV$22.37

Camelot Event Driven Fund Class A

AUM$9M

TER2.00%

Holdings174

See inside every fund you own

$99/yr 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 EVDAX 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 EVDAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

EVDAX Mutual Fund Overlap Analysis

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

EVDAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 174 holdings, EVDAX may share significant positions with broad-market funds.

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