EVMLX Mutual Fund

EVMLX Mutual Fund (The E-Valuator Moderate (50%-70%) RMS Fund Service Class) is managed by E-Valuator funds with $122.3M in net assets. EVMLX expense ratio is 0.86%, holding 92 positions across sectors including Financials, Materials. Inception date: 2016-05-26.

EVMLX performance shows a YTD return of 7.80%. The 1-year return is 8.89% and the 5-year return is 5.97%. EVMLX dividend yield stands at 8.83%, paid semi-annually.

EVMLX top holdings include Ishares Convertible Bond ETF (3.6%), Vanguard U.S. Multifactor Etf (3.1%), Invesco Nasdaq Next Gen 100 ETF (3.0%), Vanguard Us Momentum Fact (2.6%), Vanguard Strategic Equity Fund (2.5%). Go to all EVMLX holdings, EVMLX sectors, or EVMLX dividends.

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