EVCLX Mutual Fund
EVCLX Mutual Fund
EVCLX Mutual Fund
The E-Valuator Conservative (15%-30%) RMS Fund Service Class
EVCLX Mutual Fund Overview
EVCLX Mutual Fund (The E-Valuator Conservative (15%-30%) RMS Fund Service Class) is managed by E-Valuator funds with $41.9M in net assets. EVCLX expense ratio is 1.02%, holding 76 positions across sectors including Financials, Materials. Inception date: 2016-05-26.
EVCLX performance shows a YTD return of 3.58%. The 1-year return is 4.92% and the 5-year return is 3.74%. EVCLX dividend yield stands at 3.08%, paid semi-annually.
EVCLX top holdings include Ishares Convertible Bond ETF (8.3%), T Rowe Pr Inst Float Rt (5.7%), Pacer Pacific Asset Floating Rate High Income Etf (4.4%), Vanguard Core Band-Adm (4.0%), Dodge & Cox Global Bond (4.0%). Go to all EVCLX holdings, EVCLX sectors, or EVCLX dividends.
EVCLX can be compared against other funds. Use EVCLX overlap to find shared positions, or EVCLX vs another fund for a side-by-side view. EVCLX alternatives are available via the screener, along with tax-loss harvesting opportunities.