EVFCX Mutual Fund
EVFCX Mutual Fund
EVFCX Mutual Fund
The E-Valuator Conservative (15%-30%) RMS Fund Class R4
EVFCX Mutual Fund Overview
EVFCX Mutual Fund (The E-Valuator Conservative (15%-30%) RMS Fund Class R4) is managed by E-Valuator funds with $6.5M in net assets. EVFCX expense ratio is 1.40%, holding 76 positions across sectors including Financials, Materials. Inception date: 2016-05-26.
EVFCX performance shows a YTD return of 3.25%. The 1-year return is 4.44% and the 5-year return is 3.35%. EVFCX dividend yield stands at 2.63%.
EVFCX top holdings include Ishares Convertible Bond ETF (8.3%), T Rowe Pr Inst Float Rt (5.7%), Pacer Pacific Asset Floating Rate High Income Etf (4.4%), Vanguard Core Band-Adm (4.0%), Dodge & Cox Global Bond (4.0%). Go to all EVFCX holdings, EVFCX sectors, or EVFCX dividends.
EVFCX can be compared against other funds. Use EVFCX overlap to find shared positions, or EVFCX vs another fund for a side-by-side view. EVFCX alternatives are available via the screener, along with tax-loss harvesting opportunities.