Evaluator Very Conservative Fund Quote
| EVVCX Fund | USD 9.53 0.03 0.32% |
PerformanceOK
| Odds Of DistressLow
|
Evaluator Very is trading at 9.53 as of the 24th of March 2025; that is 0.32 percent up since the beginning of the trading day. The fund's open price was 9.5. Evaluator Very has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a 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 allocate 85-100 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 Very Conservative
Moving together with Evaluator Mutual Fund
Evaluator Mutual Fund Highlights
| Fund Concentration | E-Valuator funds Funds, Large Blend Funds, Allocation--15% to 30% Equity Funds, Allocation--15% to 30% Equity, E-Valuator funds (View all Sectors) |
| Update Date | 31st of March 2025 |
Evaluator Very Conservative [EVVCX] is traded in USA and was established 24th of March 2025. Evaluator Very 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. This fund currently has accumulated 16.16 M in assets under management (AUM) with minimum initial investment of 10 K. Evaluator Very Conse is currently producing year-to-date (YTD) return of 1.49% with the current yeild of 0.04%, while the total return for the last 3 years was 1.55%.
Check Evaluator Very 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 Very Conservative 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 Very Conservative Mutual Fund Constituents
| JSDRX | Jpmorgan Short Duration | Mutual Fund | Short-Term Bond | |
| DODLX | Dodge Global Bond | Mutual Fund | World Bond | |
| SLQD | iShares 0 5 Year | Etf | Short-Term Bond | |
| ABNYX | Ab Bond Inflation | Mutual Fund | Short-Term Inflation-Protected Bond | |
| PFIIX | Pimco Floating Income | Mutual Fund | Short-Term Bond | |
| VCSH | Vanguard Short Term Corporate | Etf | Short-Term Bond | |
| LDLVX | Lord Abbett Short | Mutual Fund | Short-Term Bond | |
| MDHIX | Mainstay Short Duration | Mutual Fund | High Yield Bond |
Evaluator Very Conse Risk Profiles
| Mean Deviation | 0.155 | |||
| Semi Deviation | 0.1693 | |||
| Standard Deviation | 0.2251 | |||
| Variance | 0.0507 |
Evaluator Very Against Markets
Other Information on Investing in Evaluator Mutual Fund
Evaluator Very 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 Very security.
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