EVFMX Mutual Fund

EVFMX Mutual Fund

NAV$12.22
See how much of EVFMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free
Showing the top 10 of 92 holdings · as of Jun 30, 2026
Top 10 weight
26.96%
EVFMX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1DebtIshares Convertible Bond ETFFinancials · Capital Markets
3.62%		3.6%46,798$5.70MFinancialsCapital Markets
2
VFMF
Vanguard U.S. Multifactor Etf
3.15%		6.8%28,022$4.96M--
Sector and industry · Pro
3
QQQJ
Invesco Nasdaq Next Gen 100 ETF
2.96%		9.7%102,601$4.66M
4
VFMO
Vanguard Us Momentum Fact
2.60%		12.3%16,425$4.10M
5
VSEQX
Vanguard Strategic Equity Fund
2.53%		14.9%88,118$3.99M
6
EFIV
Spdr S&P 500 Esg ETF Etp USD
2.51%		17.4%54,182$3.95M
7
IUSG
Ishares Core Us Growth Etf
2.43%		19.8%20,352$3.83M
8
SPYG
Spdr Portfolio S&p 500 Growth ETF
2.43%		22.2%32,098$3.82M
9
RPIFX
T Rowe Pr Inst Float Rt
2.39%		24.6%407,358$3.76M
10
FPX
First Trust Us Equity Opportunities Etf
2.34%		27.0%17,828$3.68M
More holdings · Pro
FundXLS Pro
See the other 82 holdings of EVFMX
X-ray every fund you own at once, ETFs and mutual funds that hold stocks directly, and see how much of your money lands on the same stocks twice.
Unlock FundXLS Pro$45/quarter Pro · Cancel anytime
Themes in the top 10
Asset ManagementMarket InfrastructureDerivatives TradingInvestment TechnologyETF ProvidersEmerging TechInternet & Digital

EVFMX Mutual Fund Top Holdings

EVFMX holdings top 10 positions. The top 10 holdings account for 27.0% of the fund, led by Ishares Convertible Bond ETF at 3.6%, Vanguard U.S. Multifactor Etf at 3.1%, Invesco Nasdaq Next Gen 100 ETF at 3.0%.

EVFMX portfolio concentration is well-diversified, with the top 10 representing 27.0% of total assets. The largest sector exposure is Financials at 18.7%.

EVFMX sectors provide a detailed breakdown. EVFMX overlap shows how holdings compare to other funds in your portfolio.