EVOAX Mutual Fund Analysis & Holdings | MarketXLS

EVOAX Mutual Fund

NAV$6.74

AUM$4M

TER1.59%

Holdings245

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EVOAX Mutual Fund

NAV$6.74

Altegris Futures Evolution Strategy Fund Class A

AUM$4M

TER1.59%

Holdings245

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare EVOAX 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 EVOAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

EVOAX Mutual Fund Overlap Analysis

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

EVOAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 245 holdings, EVOAX may share significant positions with broad-market funds.

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