EVFMX Mutual Fund

EVFMX Mutual Fund (The E-Valuator Moderate (50%-70%) RMS Fund Class R4) is managed by E-Valuator funds with $18.4M in net assets. EVFMX expense ratio is 1.25%, holding 76 positions across sectors including Financials, Materials. Inception date: 2016-05-26.

EVFMX performance shows a YTD return of 8.10%. The 1-year return is 10.33% and the 5-year return is 6.22%. EVFMX dividend yield stands at 1.58%.

EVFMX top holdings include Ishares Convertible Bond ETF (3.6%), Vanguard U.S. Multifactor Etf (3.1%), Invesco Nasdaq Next Gen 100 ETF (3.0%), Vanguard Us Momentum Fact (2.6%), Vanguard Strategic Equity Fund (2.5%). Go to all EVFMX holdings, EVFMX sectors, or EVFMX dividends.

EVFMX can be compared against other funds. Use EVFMX overlap to find shared positions, or EVFMX vs another fund for a side-by-side view. EVFMX alternatives are available via the screener, along with tax-loss harvesting opportunities.