EVOCX Mutual Fund

NAV$6.74

AUM$1M

TER2.34%

Holdings245

EVOCX Mutual Fund

NAV$6.74

Altegris Futures Evolution Strategy Fund Class C

AUM$1M

TER2.34%

Holdings245

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Holdings Overlap Analysis

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

EVOCX Mutual Fund Overlap Analysis

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

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

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