EVFTX Mutual Fund
EVFTX Mutual Fund
EVFTX Mutual Fund
The E-Valuator Conservative / Moderate (30%-50%) RMS Fund Class R4
EVFTX Mutual Fund Overview
EVFTX Mutual Fund (The E-Valuator Conservative / Moderate (30%-50%) RMS Fund Class R4) is managed by E-Valuator funds with $3.6M in net assets. EVFTX expense ratio is 1.46%, holding 76 positions across sectors including Financials, Materials. Inception date: 2016-05-26.
EVFTX performance shows a YTD return of 5.81%. The 1-year return is 7.31% and the 5-year return is 4.66%. EVFTX dividend yield stands at 3.22%, paid semi-annually.
EVFTX 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 EVFTX holdings, EVFTX sectors, or EVFTX dividends.
EVFTX can be compared against other funds. Use EVFTX overlap to find shared positions, or EVFTX vs another fund for a side-by-side view. EVFTX alternatives are available via the screener, along with tax-loss harvesting opportunities.