EVDIX Mutual Fund
EVDIX Mutual Fund
NAV$23.23
AUM$117M
TER1.74%
Holdings174
See how much of EVDIX you already own
EVDIX Mutual Fund
NAV$23.23
Camelot Event Driven Fund Institutional Class
AUM$117M
TER1.74%
Holdings174
See how much of EVDIX you already own
EVDIX Mutual Fund Overlap Analysis
EVDIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
EVDIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 174 holdings, EVDIX may share significant positions with broad-market funds.
EVDIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. EVDIX tax-loss harvesting finds highly correlated but non-identical funds.