The E-Valuator Conservative/Moderate (30%-50%) RMS FundEVFTX
Type
Mutual fund
Peer group
Allocation
Net assets
$32.3M
Expense ratio
1.46%
1-year return
+12.5%
3 years, a year
+8.2%
5 years, a year
+3.8%
Holdings
76
What it aims to do.
The E-Valuator Conservative/Moderate (30%-50%) RMS Fund (the Fund) seeks to provide both growth of principal and income but will at times focus primarily on providing income within the stated asset allocation range.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| iShares Convertible Bond ETF | 4.68% |
| T Rowe Price Institutional Flo | 3.72% |
| Pacer Aristotle Pacific Floati | 3.66% |
| Vanguard Emerging Markets Bond | 3.03% |
| Eaton Vance Total Return Bond | 2.98% |
| Allspring Core Plus Bond Fund | 2.88% |
| Dodge & Cox Global Bond Fund | 2.85% |
| Vanguard Intermediate-Term Bon | 2.71% |
| WisdomTree Interest Rate Hedge | 2.40% |
| iShares 10-20 Year Treasury Bo | 2.21% |
More on EVFTX.
- EVFTX overview
- EVFTX holdings
- EVFTX risk
- EVFTX costs
- EVFTX money in and out
- EVFTX share classes
- Compare EVFTX 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.