EVFMX Mutual Fund

NAV$12.61

AUM$21M

TER1.25%

Holdings76

See how much of EVFMX you already own

Just $25 once·$69/mo·Download sample

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EVFMX Mutual Fund

NAV$12.61

The E-Valuator Moderate (50%-70%) RMS Fund Class R4

AUM$21M

TER1.25%

Holdings76

See how much of EVFMX you already own

Just $25 once·$69/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 EVFMX 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 EVFMX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

EVFMX Mutual Fund Overlap Analysis

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

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

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