EVGLX Mutual Fund
EVGLX Mutual Fund
EVGLX Mutual Fund
The E-Valuator Growth (70%-85%) RMS Fund Service Class
EVGLX Mutual Fund Overview
EVGLX Mutual Fund (The E-Valuator Growth (70%-85%) RMS Fund Service Class) is managed by E-Valuator funds with $248.5M in net assets. EVGLX expense ratio is 0.83%, holding 74 positions across sectors including Financials, Materials. Inception date: 2016-05-26.
EVGLX performance shows a YTD return of 10.28%. The 1-year return is 13.05% and the 5-year return is 7.92%. EVGLX dividend yield stands at 18.40%, paid semi-annually.
EVGLX top holdings include Vanguard U.S. Multifactor Etf (3.8%), Invesco Nasdaq Next Gen 100 ETF (3.6%), Vanguard Strategic Equity Fund (3.1%), Vanguard Us Momentum Fact (3.0%), Ishares Core Us Growth Etf (2.9%). Go to all EVGLX holdings, EVGLX sectors, or EVGLX dividends.
EVGLX can be compared against other funds. Use EVGLX overlap to find shared positions, or EVGLX vs another fund for a side-by-side view. EVGLX alternatives are available via the screener, along with tax-loss harvesting opportunities.