EVOIX Mutual Fund

EVOIX Mutual Fund (Altegris Futures Evolution Strategy Fund Class I) is managed by altegris Invesments with $17.2M in net assets. EVOIX expense ratio is 1.34%, holding 214 positions across sectors including Financials. Inception date: 2011-10-31.

EVOIX performance shows a YTD return of 11.27%. The 1-year return is 18.17% and the 5-year return is 6.70%. EVOIX dividend yield stands at 8.11%, paid monthly.

EVOIX top holdings include First American Government Obligations Fund (78.7%), Jpn Yen Curr Fut Sep26 (0.2%), NA (0.1%), C$ Currency Fut Sep26 (0.1%), Lme Zinc Futures Contracts (0.1%). Go to all EVOIX holdings, EVOIX sectors, or EVOIX dividends.

EVOIX can be compared against other funds. Use EVOIX overlap to find shared positions, or EVOIX vs another fund for a side-by-side view. EVOIX alternatives are available via the screener, along with tax-loss harvesting opportunities.