The E-Valuator Aggressive Growth (85%-99%) RMS FundEVAGX
Type
Mutual fund
Peer group
Allocation
Net assets
$234.0M
Expense ratio
0.82%
1-year return
+21.7%
3 years, a year
+14.6%
5 years, a year
+7.2%
Holdings
66
What it aims to do.
The E-Valuator Aggressive Growth (85%-99%) RMS Fund (the Fund) seeks to provide growth of principal within the stated asset allocation range.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| New Perspective Fund | 5.22% |
| WisdomTree U.S. Value Fund | 3.84% |
| Invesco Nasdaq Next Gen 100 ET | 3.55% |
| Vanguard Strategic Equity Fund | 3.35% |
| Vanguard Russell 2000 Growth | 3.29% |
| Vanguard US Momentum Factor ET | 3.26% |
| Vanguard Global Capital Cycles | 3.03% |
| iShares U.S. Small-Cap Equity | 2.90% |
| First Trust US Equity Opportun | 2.87% |
| Vanguard Total World Stock ETF | 2.85% |
More on EVAGX.
- EVAGX overview
- EVAGX holdings
- EVAGX risk
- EVAGX costs
- EVAGX money in and out
- EVAGX share classes
- Compare EVAGX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.