EVGRX Mutual Fund
EVGRX Mutual Fund
EVGRX Mutual Fund
The E-Valuator Growth (70%-85%) RMS Fund Class R4
EVGRX Mutual Fund Overview
EVGRX Mutual Fund (The E-Valuator Growth (70%-85%) RMS Fund Class R4) is managed by E-Valuator funds with $16.8M in net assets. EVGRX expense ratio is 1.23%, holding 74 positions across sectors including Financials, Materials. Inception date: 2016-05-26.
EVGRX performance shows a YTD return of 9.94%. The 1-year return is 12.52% and the 5-year return is 7.52%. EVGRX dividend yield stands at 1.10%.
EVGRX 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 EVGRX holdings, EVGRX sectors, or EVGRX dividends.
EVGRX can be compared against other funds. Use EVGRX overlap to find shared positions, or EVGRX vs another fund for a side-by-side view. EVGRX alternatives are available via the screener, along with tax-loss harvesting opportunities.