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E-Valuator funds Mutual Funds List

Documentation

Here you can find all mutual funds issued by E-Valuator funds and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Number of Funds
6
Avg. Expense Ratio
1.07%
Avg. 1 Year Return
13.58%
Avg. 5 Year Return
4.81%
Median Risk/Return Score
52 / 100
E-Valuator funds Mutual Funds List

6 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldRisk / Return RankMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
EVFCX
E-Valuator Conservative (15%-30%) RMS FundDiversified PortfolioFeb 28, 20121.07%
4.22%
4.29%
2.60%
48
EVFGX
E-Valuator Aggressive Growth (85%-99%) RMS FundDiversified PortfolioFeb 28, 20120.99%
11.09%
9.76%
17.26%
54
EVFMX
E-Valuator Moderate (50%-70%) RMS FundDiversified PortfolioFeb 28, 20121.00%
8.18%
7.49%
8.34%
52
EVFTX
E-Valuator Conservative/Moderate (30%-50%) RMS Fun...Diversified PortfolioMay 25, 20161.19%
6.25%
—3.21%
52
EVGRX
E-Valuator Growth (70%-85%) RMS FundDiversified PortfolioFeb 28, 20120.98%
9.85%
9.06%
17.80%
54
EVVCX
E-Valuator Very Conservative (0%-15%) RMS FundDiversified PortfolioMay 25, 20161.20%
2.53%
—3.14%
43

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1–6 of 6

Explore top E-Valuator funds Mutual Fund Categories and Asset Classes

E-Valuator funds Multi-Asset Mutual fundsE-Valuator funds Diversified Portfolio Mutual funds

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
0%Annualized Volatility0%Annualized Return

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Best E-Valuator funds Mutual funds by Risk/Return Score

The top E-Valuator funds Mutual funds by PortfoliosLab Risk/Return Score are EVGRX (54) and EVFGX (54). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
SymbolNameRisk / Return RankAUMInception
EVGRX
E-Valuator Growth (70%-85%) RMS Fund
54
—Feb 2012
EVFGX
E-Valuator Aggressive Growth (85%-99%) RMS Fund
54
—Feb 2012
EVFMX
E-Valuator Moderate (50%-70%) RMS Fund
52
—Feb 2012
EVFTX
E-Valuator Conservative/Moderate (30%-50%) RMS Fun...
52
—May 2016
EVFCX
E-Valuator Conservative (15%-30%) RMS Fund
48
—Feb 2012

Best-Performing E-Valuator funds Mutual funds Over 5 Years

The top E-Valuator funds Mutual funds is EVFGX (7.58%). Across the lineup, E-Valuator funds Mutual funds show an average 1-year return of 13.58% and an average 5-year return of 4.81%, providing a clearer view of performance across different investment horizons.
SymbolNameReturn 5YAUMInception
EVFGX
E-Valuator Aggressive Growth (85%-99%) RMS Fund
7.58%
—Feb 2012
EVGRX
E-Valuator Growth (70%-85%) RMS Fund
6.85%
—Feb 2012
EVFMX
E-Valuator Moderate (50%-70%) RMS Fund
5.60%
—Feb 2012
EVFTX
E-Valuator Conservative/Moderate (30%-50%) RMS Fun...
4.36%
—May 2016
EVFCX
E-Valuator Conservative (15%-30%) RMS Fund
2.85%
—Feb 2012

Lowest-Cost E-Valuator funds Mutual funds

The top E-Valuator funds Mutual funds is EVGRX (0.98%). With an average expense ratio of 1.07%, E-Valuator funds Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
SymbolNameExpense RatioAUMInception
EVGRX
E-Valuator Growth (70%-85%) RMS Fund0.98%—Feb 2012
EVFGX
E-Valuator Aggressive Growth (85%-99%) RMS Fund0.99%—Feb 2012
EVFMX
E-Valuator Moderate (50%-70%) RMS Fund1.00%—Feb 2012
EVFCX
E-Valuator Conservative (15%-30%) RMS Fund1.07%—Feb 2012
EVFTX
E-Valuator Conservative/Moderate (30%-50%) RMS Fun...1.19%—May 2016

Highest-Yield E-Valuator funds Mutual funds

The top E-Valuator funds Mutual funds is EVGRX (17.80%). Across the lineup, E-Valuator funds Mutual funds show an average dividend yield of 8.73%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
SymbolNameDividend YieldAUMInception
EVGRX
E-Valuator Growth (70%-85%) RMS Fund17.80%—Feb 2012
EVFGX
E-Valuator Aggressive Growth (85%-99%) RMS Fund17.26%—Feb 2012
EVFMX
E-Valuator Moderate (50%-70%) RMS Fund8.34%—Feb 2012
EVFTX
E-Valuator Conservative/Moderate (30%-50%) RMS Fun...3.21%—May 2016
EVVCX
E-Valuator Very Conservative (0%-15%) RMS Fund3.14%—May 2016

Top Mutual funds Issuers

Fidelity · 974 Mutual fundsBlackRock · 354 Mutual fundsVanguard · 294 Mutual fundsT. Rowe Price · 225 Mutual fundsFranklin Templeton · 176 Mutual fundsAmerican Funds · 159 Mutual fundsJPMorgan · 127 Mutual fundsPIMCO · 127 Mutual fundsInvesco · 123 Mutual fundsMFS · 113 Mutual fundsDimensional · 107 Mutual fundsNuveen · 107 Mutual fundsJohn Hancock · 101 Mutual fundsVoya · 100 Mutual fundsColumbia · 98 Mutual fundsEaton Vance · 97 Mutual fundsAmerican Century · 89 Mutual fundsVictory · 87 Mutual fundsPGIM · 84 Mutual fundsGoldman Sachs · 78 Mutual fundsFederated · 74 Mutual fundsPrincipal · 71 Mutual fundsHartford · 70 Mutual fundsTIAA · 70 Mutual fundsJanus Henderson · 65 Mutual fundsCharles Schwab · 63 Mutual fundsVirtus · 62 Mutual fundsAllspring · 60 Mutual fundsProFunds · 58 Mutual fundsPutnam · 58 Mutual funds

Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.
EVFTX vs. EAERXEVFTX vs. FSRTXEVFTX vs. BERIXEVFTX vs. FRGAXEVFTX vs. BWBIXEVGRX vs. STDAXEVGRX vs. FRGAXEVGRX vs. SIFAXEVGRX vs. CSTAXEVGRX vs. PALDXEVVCX vs. NWQIXEVVCX vs. AVEFXEVVCX vs. AAAAXEVVCX vs. BERIXEVVCX vs. PUDZXEVFGX vs. FZROXEVFGX vs. BERIXEVFGX vs. CONWXEVFGX vs. FCSRXEVFGX vs. AVEFXEVFCX vs. CONWXEVFCX vs. BERIXEVFCX vs. CSTAXEVFCX vs. STDAXEVFCX vs. SIFAXEVFMX vs. WWWEXEVFMX vs. AVEFXEVFMX vs. PUDZXEVFMX vs. SICIXEVFMX vs. FYMIX