EVFCX Mutual Fund

NAV$10.76

AUM$8M

TER1.40%

Holdings76

EVFCX Mutual Fund

NAV$10.76

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

AUM$8M

TER1.40%

Holdings76

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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.