EVVLX Mutual Fund
EVVLX Mutual Fund
EVVLX Mutual Fund
The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class
EVVLX Mutual Fund Overview
EVVLX Mutual Fund (The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class) is managed by E-Valuator funds with $16.7M in net assets. EVVLX expense ratio is 1.09%, holding 73 positions across sectors including Financials, Materials. Inception date: 2016-05-26.
EVVLX performance shows a YTD return of 1.66%. The 1-year return is 2.64% and the 5-year return is 2.62%. EVVLX dividend yield stands at 3.69%, paid semi-annually.
EVVLX top holdings include Ishares Convertible Bond ETF (10.2%), T Rowe Pr Inst Float Rt (7.3%), Vanguard Core Band-Adm (6.0%), Vaneck Vectors Investment Gr (5.1%), Pacer Pacific Asset Floating Rate High Income Etf (5.0%). Go to all EVVLX holdings, EVVLX sectors, or EVVLX dividends.
EVVLX can be compared against other funds. Use EVVLX overlap to find shared positions, or EVVLX vs another fund for a side-by-side view. EVVLX alternatives are available via the screener, along with tax-loss harvesting opportunities.