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E-Valuator Conservative/Moderate (30%-50%) RMS Fund (EVFTX) 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, 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.

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

Best Diversifiers for EVFTX

2 mutual funds have low correlation with EVFTX (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 0.18 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
SIFAX
SEI Institutional Managed Trust Multi-Asset Inflat...-0.160.050.18
73
Diversified PortfolioEVFTX vs SIFAX
MHELX
MH Elite Small Cap Fund of Funds Fund0.080.210.50
64
Diversified PortfolioEVFTX vs MHELX
FIQDX
Fidelity Advisor Strategic Real Return Fund Class ...0.380.610.67
96
Diversified PortfolioEVFTX vs FIQDX
FCSRX
Fidelity Advisor Strategic Real Return Fund Class ...0.390.610.67
95
Diversified PortfolioEVFTX vs FCSRX
FSIRX
Fidelity Advisor Strategic Real Return Fund Class ...0.400.610.67
96
Diversified PortfolioEVFTX vs FSIRX
See all 33 diversifiers for EVFTX

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