EVFGX Mutual Fund

EVFGX Mutual Fund (The E-Valuator Enhanced Growth (85%-99%) RMS Fund Class R4) is managed by E-Valuator funds with $11.6M in net assets. EVFGX expense ratio is 1.22%, holding 66 positions across sectors including Financials, Materials. Inception date: 2016-05-26.

EVFGX performance shows a YTD return of 11.01%. The 1-year return is 20.82% and the 5-year return is 8.27%. EVFGX dividend yield stands at 17.27%, paid semi-annually.

EVFGX 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 EVFGX holdings, EVFGX sectors, or EVFGX dividends.

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