EVFGX Mutual Fund
EVFGX Mutual Fund
NAV$15.38
AUM$12M
TER1.22%
Holdings66
See how much of EVFGX you already own
EVFGX Mutual Fund
NAV$15.38
The E-Valuator Enhanced Growth (85%-99%) RMS Fund Class R4
AUM$12M
TER1.22%
Holdings66
See how much of EVFGX you already own
EVFGX Mutual Fund Overlap Analysis
EVFGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
EVFGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 66 holdings, EVFGX may share significant positions with broad-market funds.
EVFGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. EVFGX tax-loss harvesting finds highly correlated but non-identical funds.