EVTMX Mutual Fund

EVTMX Mutual Fund

NAV$17.12
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Showing the top 10 of 59 holdings · as of Jun 30, 2026
Top 10 weight
29.32%
EVTMX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
AVGO
Broadcom IncInfo Tech · Semiconductors
4.00%		4.0%96,700$36.53MInfo TechSemiconductors
2
JPM
JPMorgan ChaseFinancials · Banks
3.73%		7.7%104,200$34.11MFinancialsBanks
Sector and industry · Pro
3
UNH
Unitedhealth Group Inc
3.25%		11.0%71,500$29.72M
4
KO
Coca Cola Co.
3.23%		14.2%362,800$29.48M
5
JNJ
Johnson & Johnson -
2.61%		16.8%94,100$23.90M
6
CVX
Chevron Corp
2.60%		19.4%143,600$23.80M
7
KLAC
KLA Corp
2.52%		21.9%76,300$23.02M
8
ABBV
AbbVie Inc.
2.49%		24.4%90,300$22.72M
9
LRCX
Lam Research Corp
2.46%		26.9%51,900$22.49M
10
CSCO
Cisco Systems Inc.
2.43%		29.3%189,500$22.26M
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Themes in the top 10
SemiconductorsCloud ComputingNetworking InfrastructureGlobal BankingAsset ManagementDigital BankingMarket InfrastructureInvestment TechnologyHealth InsuranceManaged CareAging PopulationDigital HealthHealth & WellnessEnvironmental SolutionsSustainable Materials

EVTMX Mutual Fund Top Holdings

EVTMX holdings top 10 positions. The top 10 holdings account for 29.3% of the fund, led by Broadcom Inc at 4.0%, Jpmorgan Chase at 3.7%, Unitedhealth Group Incorporated at 3.3%.

EVTMX portfolio concentration is well-diversified, with the top 10 representing 29.3% of total assets. The largest sector exposure is Information Technology at 26.0%.

EVTMX sectors provide a detailed breakdown. EVTMX overlap shows how holdings compare to other funds in your portfolio.