EVFMX Mutual Fund
EVFMX Mutual Fund
EVFMX Mutual Fund
The E-Valuator Moderate (50%-70%) RMS Fund Class R4
EVFMX Mutual Fund Overview
EVFMX Mutual Fund (The E-Valuator Moderate (50%-70%) RMS Fund Class R4) is managed by E-Valuator funds with $20.5M in net assets. EVFMX expense ratio is 1.25%, holding 76 positions across sectors including Financials, Materials. Inception date: 2016-05-26.
EVFMX performance shows a YTD return of 8.19%. The 1-year return is 15.52% and the 5-year return is 5.97%. EVFMX dividend yield stands at 8.34%, paid semi-annually.
EVFMX top holdings include New Perspective Fund, Class R-6 (3.3%), Ishares Convertible Bond ETF (3.0%), Invesco Nasdaq Next Gen 100 ETF (2.6%), Wisdomtree Emg Mkt Eq Incm Etf Fund (2.5%), T Rowe Pr Inst Float Rt (2.5%). Go to all EVFMX holdings, EVFMX sectors, or EVFMX dividends.
EVFMX can be compared against other funds. Use EVFMX overlap to find shared positions, or EVFMX vs another fund for a side-by-side view. EVFMX alternatives are available via the screener, along with tax-loss harvesting opportunities.