Evaluator Growth Rms Fund Quote
| EVGLX Fund | USD 11.55 0.03 0.26% |
PerformanceVery Weak
| Odds Of DistressLow
|
Evaluator Growth is trading at 11.55 as of the 21st of March 2025; that is 0.26 percent decrease since the beginning of the trading day. The fund's open price was 11.58. Evaluator Growth 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 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
The fund invests in the securities of other unaffiliated investment companies, including open-end funds, ETFs and closed-end funds. It will generally allocate 15-30 percent of its assets into a variety of underlying funds that focus on investments in debt that possess varying qualities of credit and duration. More on Evaluator Growth Rms
Moving together with Evaluator Mutual Fund
Evaluator Mutual Fund Highlights
| Fund Concentration | E-Valuator funds Funds, Large Blend Funds, Allocation--70% to 85% Equity Funds, Allocation--70% to 85% Equity, E-Valuator funds, Large Blend, Allocation--70% to 85% Equity (View all Sectors) |
| Update Date | 31st of March 2025 |
Evaluator Growth Rms [EVGLX] is traded in USA and was established 21st of March 2025. Evaluator Growth is listed under E-Valuator funds category by Fama And French industry classification. The fund is listed under Allocation--70% to 85% Equity category and is part of E-Valuator funds family. This fund currently has accumulated 249.71 M in assets under management (AUM) with no minimum investment requirementsEvaluator Growth Rms is currently producing year-to-date (YTD) return of 1.55% with the current yeild of 0.02%, while the total return for the last 3 years was 5.85%.
Check Evaluator Growth 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 Growth 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 Growth Rms Mutual Fund Constituents
| FXAIX | Fidelity 500 Index | Mutual Fund | Large Blend | |
| RNPGX | New Perspective Fund | Mutual Fund | World Large-Stock Growth | |
| SCHX | Schwab Large Cap ETF | Etf | Large Blend | |
| BYLD | iShares Yield Optimized | Etf | Multisector Bond | |
| RGAGX | Growth Fund Of | Mutual Fund | Large Growth | |
| VVIAX | Vanguard Value Index | Mutual Fund | Large Value | |
| VGINX | Jpmorgan Growth And | Mutual Fund | Large Value | |
| SCHD | Schwab Dividend Equity | Etf | Large Value |
Evaluator Growth Rms Risk Profiles
| Mean Deviation | 0.5948 | |||
| Standard Deviation | 0.7674 | |||
| Variance | 0.5889 | |||
| Risk Adjusted Performance | (0.08) |
Evaluator Growth Against Markets
Other Information on Investing in Evaluator Mutual Fund
Evaluator Growth 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 Growth security.
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