EVUYX Mutual Fund Holdings Overlap Calculator | MarketXLS

EVUYX Mutual Fund

NAV$20.65

AUM$38M

TER0.72%

Holdings34

See what you own twice

Check EVUYX against your other funds. Free for up to 5.

Check my overlap

EVUYX Mutual Fund

NAV$20.65

Allspring Utility and Telecommunications Fund institutional

AUM$38M

TER0.72%

Holdings34

See what you own twice

Check EVUYX against your other funds. Free for up to 5.

Check my overlap

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Holdings Overlap Analysis

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

EVUYX Mutual Fund Overlap Analysis

EVUYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

EVUYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, EVUYX may share significant positions with broad-market funds.

EVUYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. EVUYX tax-loss harvesting finds highly correlated but non-identical funds.