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E-Valuator Aggressive Growth (85%-99%) RMS Fund (EVFGX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 4, 2026

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.

Looking to diversify beyond EVFGX? The mutual funds below have the lowest correlation with EVFGX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from EVFGX.

Best Diversifiers for EVFGX

2 mutual funds have low correlation with EVFGX (below 0.3), 1 of which are negatively correlated. The least correlated is SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX) (Diversified Portfolio) with a 1Y correlation of -0.15, down from 0.17 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
SIFAX
SEI Institutional Managed Trust Multi-Asset Inflat...-0.150.040.17
73
Diversified PortfolioEVFGX vs SIFAX
MHELX
MH Elite Small Cap Fund of Funds Fund0.050.200.53
64
Diversified PortfolioEVFGX vs MHELX
FCSRX
Fidelity Advisor Strategic Real Return Fund Class ...0.380.600.66
95
Diversified PortfolioEVFGX vs FCSRX
FSIRX
Fidelity Advisor Strategic Real Return Fund Class ...0.390.610.66
96
Diversified PortfolioEVFGX vs FSIRX
FIQDX
Fidelity Advisor Strategic Real Return Fund Class ...0.390.600.66
96
Diversified PortfolioEVFGX vs FIQDX
See all 34 diversifiers for EVFGX

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Diversification Analysis

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