EVFTX Mutual Fund
EVFTX Mutual Fund
EVFTX Mutual Fund
The E-Valuator Conservative / Moderate (30%-50%) RMS Fund Class R4
EVFTX Mutual Fund Overview
EVFTX Mutual Fund (The E-Valuator Conservative / Moderate (30%-50%) RMS Fund Class R4) is managed by E-Valuator funds with $5.5M in net assets. EVFTX expense ratio is 1.46%, holding 76 positions across sectors including Financials, Materials. Inception date: 2016-05-26.
EVFTX performance shows a YTD return of 6.26%. The 1-year return is 11.96% and the 5-year return is 4.48%. EVFTX dividend yield stands at 3.21%, paid semi-annually.
EVFTX top holdings include Ishares Convertible Bond ETF (4.7%), T Rowe Pr Inst Float Rt (3.7%), Pacer Aristotle Pacific Floati (3.7%), Vanguard Emerging Markets Bond Fund Admiral Class (3.0%), Eaton Vance Total Return Bond ETF - Class USD INC (3.0%). Go to all EVFTX holdings, EVFTX sectors, or EVFTX dividends.
EVFTX can be compared against other funds. Use EVFTX overlap to find shared positions, or EVFTX vs another fund for a side-by-side view. EVFTX alternatives are available via the screener, along with tax-loss harvesting opportunities.