EVOAX Mutual Fund
EVOAX Mutual Fund
NAV$6.94
AUM$4M
TER1.59%
Holdings245
See how much of EVOAX you already own
EVOAX Mutual Fund
NAV$6.94
Altegris Futures Evolution Strategy Fund Class A
AUM$4M
TER1.59%
Holdings245
See how much of EVOAX you already own
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.