EVDAX Mutual Fund
EVDAX Mutual Fund
NAV$22.63
AUM$9M
TER2.00%
Holdings174
See how much of EVDAX you already own
EVDAX Mutual Fund
NAV$22.63
Camelot Event Driven Fund Class A
AUM$9M
TER2.00%
Holdings174
See how much of EVDAX you already own
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.