EVGLX Mutual Fund

NAV$12.92

AUM$256M

TER0.83%

Holdings74

See how much of EVGLX you already own

Just $25 once·$69/mo·Download sample

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EVGLX Mutual Fund

NAV$12.92

The E-Valuator Growth (70%-85%) RMS Fund Service Class

AUM$256M

TER0.83%

Holdings74

See how much of EVGLX 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 EVGLX 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 EVGLX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

EVGLX Mutual Fund Overlap Analysis

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

EVGLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 74 holdings, EVGLX may share significant positions with broad-market funds.

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