EVOAX Mutual Fund

EVOAX Mutual Fund (Altegris Futures Evolution Strategy Fund Class A) is managed by altegris Invesments with $4.4M 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 6.75%. EVOAX dividend yield stands at 8.90%, paid monthly.

EVOAX top holdings include First American Government Obligations Fund (79.3%), Kaman Corp 6.7% 01/30/2032 (0.4%), Erac Usa Finance Company 144A 7 10/15/2037 (0.2%), Fnma 30Yr 4.5 12/01/2039 (0.1%), Wisconsin Electric Power 04.1500 10/15/2030 4.15 2030-10-15 (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.