EVOAX Mutual Fund

EVOAX Mutual Fund (Altegris Futures Evolution Strategy Fund Class A) is managed by altegris Invesments with $4.7M in net assets. EVOAX expense ratio is 1.59%, holding 221 positions across sectors including Financials. Inception date: 2011-10-31.

EVOAX performance shows a YTD return of 13.36%. The 1-year return is 21.20% and the 5-year return is 5.86%. EVOAX dividend yield stands at 7.99%.

EVOAX top holdings include First American Government Obligations Fund (78.7%), Jpn Yen Curr Fut Sep26 (0.2%), NA (0.1%), C$ Currency Fut Sep26 (0.1%), Lme Zinc Futures Contracts (0.1%). Go to all EVOAX holdings, EVOAX sectors, or EVOAX dividends.

EVOAX can be compared against other funds. Use EVOAX overlap to find shared positions, or EVOAX vs another fund for a side-by-side view. EVOAX alternatives are available via the screener, along with tax-loss harvesting opportunities.