EVOCX Mutual Fund
EVOCX Mutual Fund
NAV$6.74
AUM$1M
TER2.34%
Holdings245
See how much of EVOCX you already own
EVOCX Mutual Fund
NAV$6.74
Altegris Futures Evolution Strategy Fund Class C
AUM$1M
TER2.34%
Holdings245
See how much of EVOCX you already own
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.