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 $7.1M 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 4.23%. The 1-year return is 8.70% and the 5-year return is 3.20%. EVFCX dividend yield stands at 2.60%, 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%). 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.