The E-Valuator Aggressive Growth (85%-99%) RMS FundEVFGX
Type
Mutual fund
Peer group
Allocation
Net assets
$234.0M
Expense ratio
1.22%
1-year return
+21.2%
3 years, a year
+14.1%
5 years, a year
+6.8%
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 EVFGX.
- EVFGX overview
- EVFGX holdings
- EVFGX risk
- EVFGX costs
- EVFGX money in and out
- EVFGX share classes
- Compare EVFGX 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.