EVFCX Mutual Fund (The E-Valuator Conservative (15%-30%) RMS Fund Class R4) is managed by E-Valuator funds with $8.1M in net assets. EVFCX expense ratio is 1.40%, holding 76 positions across sectors including Unknown, Financials, Other. Inception date: 2016-05-26.

EVFCX performance shows a YTD return of 6.01%. The 1-year return is 11.12% and the 5-year return is 3.66%. EVFCX dividend yield stands at 2.67%, paid semi-annually.

EVFCX top holdings include Ishares Convertible Bond ETF (6.4%), T Rowe Pr Inst Float Rt (5.2%), Pacer Aristotle Pacific Floati (4.8%), Eaton Vance Total Return Bond ETF - Class USD INC (4.1%), Vanguard Emerging Markets Bond Fund Admiral Class (4.0%). View all EVFCX holdings, sector breakdown, or dividend history.

EVFCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. EVFCX alternatives are available via the screener, along with tax-loss harvesting opportunities.