EVOIX Mutual Fund Analysis & Holdings | MarketXLS

EVOIX Mutual Fund

NAV$6.63

AUM$18M

TER1.34%

Holdings245

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EVOIX Mutual Fund

NAV$6.63

Altegris Futures Evolution Strategy Fund Class I

AUM$18M

TER1.34%

Holdings245

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

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.