EVTTX Mutual Fund
EVTTX Mutual Fund
NAV$11.93
AUM$30M
TER1.08%
Holdings76
See how much of EVTTX you already own
EVTTX Mutual Fund
NAV$11.93
The E-Valuator Conservative / Moderate (30%-50%) RMS Fund Service Class
AUM$30M
TER1.08%
Holdings76
See how much of EVTTX you already own
EVTTX Mutual Fund Overlap Analysis
EVTTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
EVTTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 76 holdings, EVTTX may share significant positions with broad-market funds.
EVTTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. EVTTX tax-loss harvesting finds highly correlated but non-identical funds.