EVFCX Mutual Fund

NAV$10.77

AUM$7M

TER1.40%

Holdings76

See how much of EVFCX you already own

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EVFCX Mutual Fund

NAV$10.77

The E-Valuator Conservative (15%-30%) RMS Fund Class R4

AUM$7M

TER1.40%

Holdings76

See how much of EVFCX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

EVFCX Mutual Fund Overlap Analysis

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

EVFCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 76 holdings, EVFCX may share significant positions with broad-market funds.

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