QEVOX Mutual Fund Analysis & Holdings | MarketXLS

QEVOX Mutual Fund

NAV$5.92

AUM$37M

TER1.83%

Holdings33

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QEVOX Mutual Fund

NAV$5.92

Quantified Evolution Plus Fund Investor Class Shares

AUM$37M

TER1.83%

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

QEVOX Mutual Fund Overlap Analysis

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

QEVOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 33 holdings, QEVOX may share significant positions with broad-market funds.

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