EVOAX Mutual Fund

EVOAX Mutual Fund (Altegris Futures Evolution Strategy Fund Class A) is managed by altegris Invesments with $4.6M in net assets. EVOAX expense ratio is 1.59%, holding 245 positions across sectors including Financials. Inception date: 2011-10-31.

EVOAX performance shows a YTD return of 7.00%. The 1-year return is 22.60% and the 5-year return is 6.76%. EVOAX dividend yield stands at 8.50%, paid monthly.

EVOAX top holdings include First American Government Obligations Fund (79.3%), Lme Pri Alum Futr Jun26 (0.4%), Jpn 10Y Bond(Ose) Jun26 (0.2%), Low Su Gasoil G May26 (0.1%), EURo-Schatz Fut Jun26 (0.1%). Go to all EVOAX holdings, EVOAX sectors, or EVOAX dividends.

EVOAX can be compared against other funds. Use EVOAX overlap to find shared positions, or EVOAX vs another fund for a side-by-side view. EVOAX alternatives are available via the screener, along with tax-loss harvesting opportunities.