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E-Valuator Moderate (50%-70%) RMS Fund (EVFMX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jul 11, 2026

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.

Looking to diversify beyond EVFMX? The mutual funds below have the lowest correlation with EVFMX — 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 EVFMX.

Best Diversifiers for EVFMX

2 mutual funds have low correlation with EVFMX (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 -0.16, down from 0.15 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
SIFAX
SEI Institutional Managed Trust Multi-Asset Inflat...-0.160.020.15
60
Diversified PortfolioEVFMX vs SIFAX
MHELX
MH Elite Small Cap Fund of Funds Fund0.030.170.50
67
Diversified PortfolioEVFMX vs MHELX
FIQDX
Fidelity Advisor Strategic Real Return Fund Class ...0.400.590.66
91
Diversified PortfolioEVFMX vs FIQDX
FCSRX
Fidelity Advisor Strategic Real Return Fund Class ...0.410.590.66
86
Diversified PortfolioEVFMX vs FCSRX
FSIRX
Fidelity Advisor Strategic Real Return Fund Class ...0.410.590.66
90
Diversified PortfolioEVFMX vs FSIRX
See all 34 diversifiers for EVFMX

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