Evaluator Conservative Rms Fund Quote
| EVFCX Fund | USD 9.70 0.04 0.41% |
PerformanceInsignificant
| Odds Of DistressLow
|
Evaluator Conservative is trading at 9.70 as of the 24th of March 2025; that is 0.41 percent up since the beginning of the trading day. The fund's open price was 9.66. Evaluator Conservative has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading 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 normally invests in the securities of other unaffiliated investment companies, including open-end funds, ETFs and closed-end funds. It will generally allocate 70-85 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 Conservative Rms
Moving together with Evaluator Mutual Fund
Evaluator Mutual Fund Highlights
| Update Date | 31st of March 2025 |
Evaluator Conservative Rms [EVFCX] is traded in USA and was established 24th of March 2025. Evaluator Conservative is listed under E-Valuator funds category by Fama And French industry classification. The fund is listed under Allocation--15% to 30% Equity category and is part of E-Valuator funds family. The entity is thematically classified as Conservative Funds. This fund currently has accumulated 59.4 M in assets under management (AUM) with no minimum investment requirementsEvaluator Conservative is currently producing year-to-date (YTD) return of 0.83% with the current yeild of 0.03%, while the total return for the last 3 years was 2.11%.
Check Evaluator Conservative 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 Conservative 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 Conservative Rms Mutual Fund Constituents
| DJD | Invesco Dow Jones | Etf | Large Value | |
| DPZRX | Delaware Diversified Income | Mutual Fund | Intermediate Core-Plus Bond | |
| VSCSX | Vanguard Short Term Porate | Mutual Fund | Short-Term Bond | |
| CBFYX | Columbia Bond Fund | Mutual Fund | Intermediate Core Bond | |
| LHYVX | Lord Abbett High | Mutual Fund | High Yield Bond | |
| FCSKX | Franklin Vertible Securities | Mutual Fund | Convertibles | |
| JMBUX | Jpmorgan Mortgage Backed Securities | Mutual Fund | Intermediate Core Bond | |
| LDLVX | Lord Abbett Short | Mutual Fund | Short-Term Bond |
Evaluator Conservative Risk Profiles
| Mean Deviation | 0.2233 | |||
| Standard Deviation | 0.3069 | |||
| Variance | 0.0942 | |||
| Risk Adjusted Performance | (0.04) |
Evaluator Conservative Against Markets
Other Information on Investing in Evaluator Mutual Fund
Evaluator Conservative 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 Conservative security.
| Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Premium Stories Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope |