Evaluator Aggressive Rms Fund Quote
| EVAGX Fund | USD 13.16 0.04 0.30% |
PerformanceVery Weak
| Odds Of DistressLow
|
Evaluator Aggressive is trading at 13.16 as of the 24th of March 2025; that is 0.3 percent decrease since the beginning of the trading day. The fund's open price was 13.2. Evaluator Aggressive has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 24th of December 2024 and ending today, the 24th of March 2025. Click here to learn more.
The fund invests in the securities of other unaffiliated investment companies, including open-end funds, exchange-traded funds and closed-end funds. It will allocate 1-15 percent of its assets into a variety of underlying funds that focus on investments in fixed income securities that possess varying qualities of credit and duration. More on Evaluator Aggressive Rms
Moving together with Evaluator Mutual Fund
Evaluator Mutual Fund Highlights
| Fund Concentration | E-Valuator funds Funds, Large Funds, Allocation--85%+ Equity Funds, Allocation--85%+ Equity, E-Valuator funds, Large Blend, Allocation--85%+ Equity (View all Sectors) |
| Update Date | 31st of March 2025 |
Evaluator Aggressive Rms [EVAGX] is traded in USA and was established 24th of March 2025. Evaluator Aggressive is listed under E-Valuator funds category by Fama And French industry classification. The fund is listed under Allocation--85%+ Equity category and is part of E-Valuator funds family. This fund currently has accumulated 89.34 M in assets under management (AUM) with minimum initial investment of 10 K. Evaluator Aggressive Rms is currently producing year-to-date (YTD) return of 1.5% with the current yeild of 0.01%, while the total return for the last 3 years was 4.93%.
Check Evaluator Aggressive Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Evaluator Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Evaluator Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Evaluator Aggressive Rms Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Evaluator Aggressive Rms Mutual Fund Constituents
| JGSMX | Jpmorgan Small Cap | Mutual Fund | Small Growth | |
| GLNNX | Mfs Global New | Mutual Fund | World Small/Mid Stock | |
| JLGMX | Jpmorgan Large Cap | Mutual Fund | Large Growth | |
| FDTRX | Franklin Dynatech Fund | Mutual Fund | Large Growth | |
| VT | Vanguard Total World | Etf | Global Large-Stock Blend | |
| SWSSX | Schwab Small Cap Index | Mutual Fund | Small Blend | |
| JVAL | JPMorgan Value Factor | Etf | Large Value | |
| VIMAX | Vanguard Mid Cap Index | Mutual Fund | Mid-Cap Blend |
Evaluator Aggressive Rms Risk Profiles
| Mean Deviation | 0.7106 | |||
| Standard Deviation | 0.9444 | |||
| Variance | 0.8919 | |||
| Risk Adjusted Performance | (0.09) |
Evaluator Aggressive Against Markets
Other Information on Investing in Evaluator Mutual Fund
Evaluator Aggressive financial ratios help investors to determine whether Evaluator Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Evaluator with respect to the benefits of owning Evaluator Aggressive security.
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