Evaluator Very Conservative Fund Quote

EVVLX Fund  USD 9.35  0.03  0.32%   

Performance

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Weak
 
Strong

Odds Of Distress

Low

 
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Low
Evaluator Very is trading at 9.35 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 9.32. 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

  0.8EVFCX Evaluator ConservativePairCorr

Evaluator Mutual Fund Highlights

Fund ConcentrationE-Valuator funds Funds, Large Blend Funds, Allocation--15% to 30% Equity Funds, Allocation--15% to 30% Equity, E-Valuator funds (View all Sectors)
Update Date31st of March 2025
Evaluator Very Conservative [EVVLX] 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 no minimum investment requirementsEvaluator Very Conse is currently producing year-to-date (YTD) return of 1.52% with the current yeild of 0.04%, while the total return for the last 3 years was 1.93%.
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

IIBZXVoya Intermediate BondMutual FundIntermediate Core-Plus Bond
AGGYWisdomTree Yield EnhancedEtfIntermediate Core Bond
LHYVXLord Abbett HighMutual FundHigh Yield Bond
VCSHVanguard Short Term CorporateEtfShort-Term Bond
FXNAXFidelity Bond IndexMutual FundIntermediate Core Bond
BFFAXBond Fund OfMutual FundIntermediate Core Bond
BIVVanguard Intermediate Term BondEtfIntermediate Core Bond
FLTRVanEck Investment GradeEtfUltrashort Bond
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Evaluator Very Conse Risk Profiles

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.
Risk-Return Analysis
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Portfolio Rebalancing
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