EVMLX Mutual Fund

EVMLX Mutual Fund (The E-Valuator Moderate (50%-70%) RMS Fund Service Class) is managed by E-Valuator funds with $129.1M in net assets. EVMLX expense ratio is 0.86%, holding 76 positions across sectors including Financials, Materials. Inception date: 2016-05-26.

EVMLX performance shows a YTD return of 8.51%. The 1-year return is 16.01% and the 5-year return is 6.40%. EVMLX dividend yield stands at 8.77%, paid semi-annually.

EVMLX 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 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.