QEVAX Mutual Fund
QEVAX Mutual Fund
NAV$5.92
AUM$14M
TER2.43%
Holdings33
See how much of QEVAX you already own
QEVAX Mutual Fund
NAV$5.92
Quantified Evolution Plus Fund Advisor Class Share
AUM$14M
TER2.43%
Holdings33
See how much of QEVAX you already own
QEVAX Mutual Fund Overlap Analysis
QEVAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
QEVAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 33 holdings, QEVAX may share significant positions with broad-market funds.
QEVAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. QEVAX tax-loss harvesting finds highly correlated but non-identical funds.