The E-Valuator Moderate (50%-70%) RMS FundEVFMX
Type
Mutual fund
Peer group
Allocation
Net assets
$144.9M
Expense ratio
1.25%
1-year return
+16.0%
3 years, a year
+10.6%
5 years, a year
+5.0%
Holdings
76
What it aims to do.
The E-Valuator Moderate (50%-70%) RMS Fund (the Fund) seeks to provide both growth of principal and income but will at times focus primarily on providing growth of principal within the stated asset allocation range.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| New Perspective Fund | 3.31% |
| iShares Convertible Bond ETF | 2.97% |
| Invesco Nasdaq Next Gen 100 ET | 2.56% |
| WisdomTree U.S. Value Fund | 2.53% |
| T Rowe Price Institutional Flo | 2.50% |
| Vanguard US Momentum Factor ET | 2.49% |
| Eaton Vance Total Return Bond | 2.21% |
| Pacer Aristotle Pacific Floati | 2.18% |
| Allspring Core Plus Bond Fund | 2.05% |
| Nuveen Large Cap Growth Index | 2.02% |
More on EVFMX.
- EVFMX overview
- EVFMX holdings
- EVFMX risk
- EVFMX costs
- EVFMX money in and out
- EVFMX share classes
- Compare EVFMX 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.