EVVCX Mutual Fund
EVVCX Mutual Fund
EVVCX Mutual Fund
The E-Valuator Very Conservative (0%-15%) RMS Fund Class R4
EVVCX Mutual Fund Overview
EVVCX Mutual Fund (The E-Valuator Very Conservative (0%-15%) RMS Fund Class R4) is managed by E-Valuator funds with $4.7M in net assets. EVVCX expense ratio is 1.46%, holding 73 positions across sectors including Financials, Materials. Inception date: 2016-05-26.
EVVCX performance shows a YTD return of 1.41%. The 1-year return is 2.25% and the 5-year return is 2.26%. EVVCX dividend yield stands at 3.17%, paid semi-annually.
EVVCX top holdings include Ishares Convertible Bond ETF (10.2%), T Rowe Pr Inst Float Rt (7.3%), Vanguard Core Band-Adm (6.0%), Vaneck Vectors Investment Gr (5.1%), Pacer Pacific Asset Floating Rate High Income Etf (5.0%). Go to all EVVCX holdings, EVVCX sectors, or EVVCX dividends.
EVVCX can be compared against other funds. Use EVVCX overlap to find shared positions, or EVVCX vs another fund for a side-by-side view. EVVCX alternatives are available via the screener, along with tax-loss harvesting opportunities.