E-Valuator Conservative/Moderate (30%-50%) RMS Fund (EVFTX) Alternatives
E-Valuator Conservative/Moderate (30%-50%) RMS Fund (EVFTX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with EVFTX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to EVFTX
EVFTX charges 1.19% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among EVFTX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | EVFTX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | EVFTX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | EVFTX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | EVFTX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | EVFTX vs BWBIX |
Best Risk-Adjusted Alternatives to EVFTX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | EVFTX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | EVFTX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | EVFTX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | EVFTX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | EVFTX vs PMAIX |
Top Performing EVFTX Alternatives (YTD)
EVFTX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | EVFTX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | EVFTX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | EVFTX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | EVFTX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | EVFTX vs CONWX |
Lowest Volatility Alternatives to EVFTX
EVFTX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | EVFTX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | EVFTX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | EVFTX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | EVFTX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | EVFTX vs SICIX |
Lowest Drawdown Alternatives to EVFTX
EVFTX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | EVFTX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | EVFTX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | EVFTX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | EVFTX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | EVFTX vs SICIX |
Other Mutual Funds from E-Valuator funds
Most popular E-Valuator funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| E-Valuator Growth (70%-85%) RMS Fund | Diversified Portfolio | 60 | -3.46% | Feb 28, 2012 | EVFTX vs EVGRX | |
| E-Valuator Very Conservative (0%-15%) RMS Fund | Diversified Portfolio | 74 | -1.22% | May 25, 2016 | EVFTX vs EVVCX | |
| E-Valuator Aggressive Growth (85%-99%) RMS Fund | Diversified Portfolio | 60 | -3.75% | Feb 28, 2012 | EVFTX vs EVFGX | |
| E-Valuator Conservative (15%-30%) RMS Fund | Diversified Portfolio | 72 | -1.75% | Feb 28, 2012 | EVFTX vs EVFCX | |
| E-Valuator Moderate (50%-70%) RMS Fund | Diversified Portfolio | 63 | -3.02% | Feb 28, 2012 | EVFTX vs EVFMX |
Often Compared With EVFTX
What investors most often compare with EVFTX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Eaton Vance Stock Fund | Large Cap Blend Equities | 21 | -9.00% | Nov 1, 2001 | EVFTX vs EAERX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | EVFTX vs QBDSX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | EVFTX vs EKBAX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | EVFTX vs TPDAX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | EVFTX vs WWWEX |
Compare EVFTX with Any Fund or Stock
Compare EVFTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.