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% 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. The remaining 15%-30% of its assets will generally be allocated to underlying funds that invest in equity securities that have the potential of providing dividends and growth on an annual basis.

Nasdaq

EVFCX

The fund invests in the securities of other unaffiliated investment companies, including open-end funds, exchange-traded funds ("ETFs") and closed-end funds. It will allocate 1%-15% of its assets into a variety of underlying funds that focus on investments in fixed income securities (e.g., money markets and bonds) that possess varying qualities of credit and duration. The remaining 85%-99% of the fund's assets will be allocated to underlying funds that invest in equity securities that have the potential of providing dividends and growth on an annual basis.

EVFGX

The investment seeks to provide both growth of principal and income but will at times focus primarily on providing growth of principal within the stated asset allocation range. 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% 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.

EVFMX

The fund invests in the securities of other unaffiliated investment companies, including open-end funds, ETFs and closed-end funds. It will generally allocate 50%-70% of its assets into a variety of underlying funds that focus on investments in debt that possess varying qualities of credit and duration. The remaining 30%-50% of the fund's assets will generally be allocated to underlying funds that invest in equities that have the potential of providing dividends and growth on an annual basis.

EVFTX

The investment seeks to provide growth of principal but will at times seek to provide both growth of principal and income within the stated asset allocation range. 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% of its assets into a variety of underlying funds that focus on investments in debt that possess varying qualities of credit and duration. The remaining 70%-85% of the fund's assets will generally be allocated to underlying funds that invest in equities that have the potential of providing dividends and growth on an annual basis.

EVGRX

The investment seeks a primary objective to provide income and a secondary objective stability of principal. 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% 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. The remaining portion of the fund's assets (up to 15%) will generally be dedicated to investments in underlying funds that focus on investments in equity securities that have the potential of paying dividends on an annual basis.

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
EVFCX	E-Valuator Conservative (15%-30%) RMS Fund	Diversified Portfolio	Feb 28, 2012	1.07%	-1.75%	—	2.88%	72
EVFGX	E-Valuator Aggressive Growth (85%-99%) RMS Fund	Diversified Portfolio	Feb 28, 2012	0.99%	-3.75%	—	20.14%	60
EVFMX	E-Valuator Moderate (50%-70%) RMS Fund	Diversified Portfolio	Feb 28, 2012	1.00%	-3.02%	—	9.47%	63
EVFTX	E-Valuator Conservative/Moderate (30%-50%) RMS Fun...	Diversified Portfolio	May 25, 2016	1.19%	-2.29%	—	4.71%	66
EVGRX	E-Valuator Growth (70%-85%) RMS Fund	Diversified Portfolio	Feb 28, 2012	0.98%	-3.46%	—	19.76%	60
EVVCX	E-Valuator Very Conservative (0%-15%) RMS Fund	Diversified Portfolio	May 25, 2016	1.20%	-1.22%	—	3.28%	74

E-Valuator funds Mutual Funds List

Risk vs. Return Scatterplot