EVVCX Mutual Fund

NAV$10.10

AUM$6M

TER1.46%

Holdings73

EVVCX Mutual Fund

NAV$10.10

The E-Valuator Very Conservative (0%-15%) RMS Fund Class R4

AUM$6M

TER1.46%

Holdings73

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Holdings Overlap Analysis

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

EVVCX Mutual Fund Overlap Analysis

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

EVVCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 73 holdings, EVVCX may share significant positions with broad-market funds.

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