EVFGX Mutual Fund
EVFGX Mutual Fund
EVFGX Mutual Fund
The E-Valuator Enhanced Growth (85%-99%) RMS Fund Class R4
EVFGX Mutual Fund Overview
EVFGX Mutual Fund (The E-Valuator Enhanced Growth (85%-99%) RMS Fund Class R4) is managed by E-Valuator funds with $8.6M in net assets. EVFGX expense ratio is 1.22%, holding 66 positions across sectors including Financials, Materials. Inception date: 2016-05-26.
EVFGX performance shows a YTD return of 11.46%. The 1-year return is 14.56% and the 5-year return is 8.55%. EVFGX dividend yield stands at 0.84%.
EVFGX top holdings include Invesco Nasdaq Next Gen 100 ETF (4.2%), Vanguard U.S. Multifactor Etf (4.1%), Vanguard Us Momentum Fact (3.6%), New Economy Fund (The) R6 (Nef Cl R6) (3.5%), Vanguard Strategic Equity Fund (3.4%). Go to all EVFGX holdings, EVFGX sectors, or EVFGX dividends.
EVFGX can be compared against other funds. Use EVFGX overlap to find shared positions, or EVFGX vs another fund for a side-by-side view. EVFGX alternatives are available via the screener, along with tax-loss harvesting opportunities.