EVVLX Mutual Fund

NAV$9.93

AUM$15M

TER1.09%

Holdings73

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Just $25 once·$69/mo·Download sample

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EVVLX Mutual Fund

NAV$9.93

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

AUM$15M

TER1.09%

Holdings73

See how much of EVVLX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

EVVLX Mutual Fund Overlap Analysis

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

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

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