EVTMX Mutual Fund

EVTMX Mutual Fund

NAV$17.69
See how much of EVTMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free
Showing the top 10 of 57 holdings · as of Aug 31, 2026
Top 10 weight
29.90%
EVTMX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
AVGO
Broadcom IncInfo Tech · Semiconductors
3.94%		3.9%96,700$35.81MInfo TechSemiconductors
2
JPM
JPMorgan ChaseFinancials · Banks
3.77%		7.7%96,300$34.28MFinancialsBanks
Sector and industry · Pro
3
KO
Coca Cola Co.
3.13%		10.8%320,900$28.45M
4
MSFT
Microsoft Corp
3.13%		14.0%56,167$28.49M
5
CVX
Chevron Corp
3.01%		17.0%132,900$27.40M
6
UNH
Unitedhealth Group Inc
2.94%		19.9%68,700$26.75M
7
JNJ
Johnson & Johnson -
2.57%		22.5%87,900$23.37M
8
ABBV
AbbVie Inc.
2.55%		25.0%90,300$23.15M
9
BLK
Blackrock Inc
2.45%		27.5%19,300$22.30M
10
CME
Cme Group Inc.
2.41%		29.9%76,900$21.95M
More holdings · Pro
FundXLS Pro
See the other 47 holdings of EVTMX
X-ray every fund you own at once, ETFs and mutual funds that hold stocks directly, and see how much of your money lands on the same stocks twice.
Unlock FundXLS Pro$45/quarter Pro · Cancel anytime
Themes in the top 10
SemiconductorsCloud ComputingNetworking InfrastructureGlobal BankingAsset ManagementDigital BankingMarket InfrastructureInvestment TechnologyEnvironmental SolutionsSustainable MaterialsClimate SolutionsHealth & WellnessSocial ImpactArtificial IntelligenceCybersecurity

EVTMX Mutual Fund Top Holdings

EVTMX holdings top 10 positions. The top 10 holdings account for 29.9% of the fund, led by Broadcom Inc at 3.9%, Jpmorgan Chase at 3.8%, Coca Cola Co. at 3.1%.

EVTMX portfolio concentration is well-diversified, with the top 10 representing 29.9% of total assets. The largest sector exposure is Information Technology at 25.3%.

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