EVTTX Mutual Fund
EVTTX Mutual Fund
EVTTX Mutual Fund
The E-Valuator Conservative / Moderate (30%-50%) RMS Fund Service Class
EVTTX Mutual Fund Overview
EVTTX Mutual Fund (The E-Valuator Conservative / Moderate (30%-50%) RMS Fund Service Class) is managed by E-Valuator funds with $31.7M in net assets. EVTTX expense ratio is 1.08%, holding 76 positions across sectors including Financials, Materials. Inception date: 2016-05-26.
EVTTX performance shows a YTD return of 6.10%. The 1-year return is 7.79% and the 5-year return is 5.07%. EVTTX dividend yield stands at 3.74%, paid semi-annually.
EVTTX top holdings include Ishares Convertible Bond ETF (6.1%), T Rowe Pr Inst Float Rt (4.0%), Pacer Pacific Asset Floating Rate High Income Etf (3.2%), Dodge & Cox Global Bond (3.0%), Eaton Vance Total Return Bond ETF - Class USD INC (2.8%). Go to all EVTTX holdings, EVTTX sectors, or EVTTX dividends.
EVTTX can be compared against other funds. Use EVTTX overlap to find shared positions, or EVTTX vs another fund for a side-by-side view. EVTTX alternatives are available via the screener, along with tax-loss harvesting opportunities.