EVGRX Mutual Fund

EVGRX Mutual Fund (The E-Valuator Growth (70%-85%) RMS Fund Class R4) is managed by E-Valuator funds with $22.0M in net assets. EVGRX expense ratio is 1.23%, holding 74 positions across sectors including Financials, Materials. Inception date: 2016-05-26.

EVGRX performance shows a YTD return of 9.86%. The 1-year return is 18.44% and the 5-year return is 7.27%. EVGRX dividend yield stands at 17.80%, paid semi-annually.

EVGRX 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 EVGRX holdings, EVGRX sectors, or EVGRX dividends.

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