Evaluator Moderate Rms Fund Quote
| EVMLX Fund | USD 10.60 0.03 0.28% |
PerformanceVery Weak
| Odds Of DistressLow
|
Evaluator Moderate is trading at 10.60 as of the 22nd of March 2025; that is 0.28 percent decrease since the beginning of the trading day. The fund's open price was 10.63. Evaluator Moderate 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 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
The fund seeks to achieve its objective by investing in the securities of other unaffiliated investment companies, including open-end funds, ETFs and closed-end funds. It will allocate 30-50 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 and in underlying funds that invest in equity securities that have the potential of providing dividends and growth on an annual basis.. More on Evaluator Moderate Rms
Moving together with Evaluator Mutual Fund
Evaluator Mutual Fund Highlights
| Fund Concentration | E-Valuator funds Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, E-Valuator funds (View all Sectors) |
| Update Date | 31st of March 2025 |
Evaluator Moderate Rms [EVMLX] is traded in USA and was established 22nd of March 2025. Evaluator Moderate is listed under E-Valuator funds category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of E-Valuator funds family. This fund currently has accumulated 178.3 M in assets under management (AUM) with no minimum investment requirementsEvaluator Moderate Rms is currently producing year-to-date (YTD) return of 0.19% with the current yeild of 0.03%, while the total return for the last 3 years was 4.67%.
Check Evaluator Moderate 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 Moderate 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 Moderate Rms Mutual Fund Constituents
| RGAGX | Growth Fund Of | Mutual Fund | Large Growth | |
| VLU | SPDR SP 1500 | Etf | Large Value | |
| ICVT | iShares Convertible Bond | Etf | Convertibles | |
| JVAL | JPMorgan Value Factor | Etf | Large Value | |
| DREIX | World Core Equity | Mutual Fund | World Large-Stock Blend | |
| BYLD | iShares Yield Optimized | Etf | Multisector Bond | |
| VCIT | Vanguard Intermediate Term Corporate | Etf | Corporate Bond | |
| DFAPX | Dfa Investment Grade | Mutual Fund | Intermediate Core Bond |
Evaluator Moderate Rms Risk Profiles
| Mean Deviation | 0.4714 | |||
| Standard Deviation | 0.6058 | |||
| Variance | 0.3669 | |||
| Risk Adjusted Performance | (0.07) |
Evaluator Moderate Against Markets
Other Information on Investing in Evaluator Mutual Fund
Evaluator Moderate 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 Moderate security.
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