EVSAX Mutual Fund
EVSAX Mutual Fund
NAV$29.01
AUM$702M
TER0.83%
Holdings189
See how much of EVSAX you already own
EVSAX Mutual Fund
NAV$29.01
Allspring Disciplined US Core Fund Class A
AUM$702M
TER0.83%
Holdings189
See how much of EVSAX you already own
EVSAX Mutual Fund Overlap Analysis
EVSAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
EVSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 189 holdings, EVSAX may share significant positions with broad-market funds.
EVSAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. EVSAX tax-loss harvesting finds highly correlated but non-identical funds.