EVOIX Mutual Fund
EVOIX Mutual Fund
NAV$6.88
AUM$18M
TER1.34%
Holdings245
See how much of EVOIX you already own
EVOIX Mutual Fund
NAV$6.88
Altegris Futures Evolution Strategy Fund Class I
AUM$18M
TER1.34%
Holdings245
See how much of EVOIX you already own
EVOIX Mutual Fund Overlap Analysis
EVOIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
EVOIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 245 holdings, EVOIX may share significant positions with broad-market funds.
EVOIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. EVOIX tax-loss harvesting finds highly correlated but non-identical funds.