EVGLX Mutual Fund

EVGLX Mutual Fund (The E-Valuator Growth (70%-85%) RMS Fund Service Class) is managed by E-Valuator funds with $256.1M in net assets. EVGLX expense ratio is 0.83%, holding 74 positions across sectors including Financials, Materials. Inception date: 2016-05-26.

EVGLX performance shows a YTD return of 10.02%. The 1-year return is 18.86% and the 5-year return is 7.70%. EVGLX dividend yield stands at 18.45%, paid semi-annually.

EVGLX top holdings include New Perspective Fund, Class R-6 (4.2%), Invesco Nasdaq Next Gen 100 ETF (3.3%), Vanguard Us Momentum Fact (3.1%), Wisdomtree Emg Mkt Eq Incm Etf Fund (2.9%), Vanguard Total World Stock Index Fund ETF (2.7%). Go to all EVGLX holdings, EVGLX sectors, or EVGLX dividends.

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