EVAGX Mutual Fund

EVAGX Mutual Fund (The E-Valuator Enhanced Growth (85%-99%) RMS Fund Service Class) is managed by E-Valuator funds with $265.9M in net assets. EVAGX expense ratio is 0.82%, holding 66 positions across sectors including Financials, Materials. Inception date: 2016-05-26.

EVAGX performance shows a YTD return of 11.33%. The 1-year return is 21.35% and the 5-year return is 8.71%. EVAGX dividend yield stands at 17.65%, paid semi-annually.

EVAGX top holdings include New Perspective Fund, Class R-6 (5.2%), Wisdomtree Emg Mkt Eq Incm Etf Fund (3.8%), Invesco Nasdaq Next Gen 100 ETF (3.5%), Vanguard Strategic Equity Fund (3.4%), Vanguard Russell 2000 Growth (3.3%). Go to all EVAGX holdings, EVAGX sectors, or EVAGX dividends.

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