QEVAX Mutual Fund Analysis & Holdings | MarketXLS

QEVAX Mutual Fund

NAV$6.17

AUM$12M

TER2.43%

Holdings33

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QEVAX Mutual Fund

NAV$6.17

Quantified Evolution Plus Fund Advisor Class Share

AUM$12M

TER2.43%

Holdings33

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

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.