EVVCX Mutual Fund
EVVCX Mutual Fund
The E-Valuator Very Conservative (0%-15%) RMS Fund Class R4
EVVCX Mutual Fund Overview
EVVCX Mutual Fund (The E-Valuator Very Conservative (0%-15%) RMS Fund Class R4) is managed by E-Valuator funds with $6.5M in net assets. EVVCX expense ratio is 1.46%, holding 73 positions across sectors including Unknown, Financials, Other. Inception date: 2016-05-26.
EVVCX performance shows a YTD return of 4.16%. The 1-year return is 8.13% and the 5-year return is 2.47%. EVVCX dividend yield stands at 3.11%, paid semi-annually.
EVVCX top holdings include Ishares Convertible Bond ETF (7.6%), T Rowe Pr Inst Float Rt (6.0%), Pacer Aristotle Pacific Floati (5.9%), Eaton Vance Total Return Bond ETF - Class USD INC (5.2%), Vanguard Intermediate-Term B (4.6%). View all EVVCX holdings, sector breakdown, or dividend history.
EVVCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. EVVCX alternatives are available via the screener, along with tax-loss harvesting opportunities.