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E-Valuator Very Conservative (0%-15%) RMS Fund (EVVCX) Diversifiers

Mutual Fund · Currency in USD · Last updated Aug 1, 2026
Documentation

The investment seeks a primary objective to provide income and a secondary objective stability of principal. The fund normally invests in the securities of other unaffiliated investment companies, including open-end funds, ETFs and closed-end funds. It will allocate 85%-100% 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. The remaining portion of the fund's assets (up to 15%) will generally be dedicated to investments in underlying funds that focus on investments in equity securities that have the potential of paying dividends on an annual basis.

Looking to diversify beyond EVVCX? The mutual funds below have historically moved differently from EVVCX, which may reduce portfolio volatility when combined in a suitable allocation. The stock ideas table highlights individual companies with the same low-correlation characteristics. Correlation can change and does not guarantee that one asset will rise when another falls.

Best Diversifiers for EVVCX

2 mutual funds have low correlation with EVVCX (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 0.17 over 5 years.

How candidates are selected
SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
SIFAX
SEI Institutional Managed Trust Multi-Asset Inflat...-0.160.070.17
83
Diversified PortfolioEVVCX vs SIFAX
MHELX
MH Elite Small Cap Fund of Funds Fund0.100.130.26
66
Diversified PortfolioEVVCX vs MHELX
CONWX
Concorde Wealth Management Fund0.310.360.40
83
Diversified PortfolioEVVCX vs CONWX
FCSRX
Fidelity Advisor Strategic Real Return Fund Class ...0.380.500.53
89
Diversified PortfolioEVVCX vs FCSRX
FSRRX
Fidelity Strategic Real Return Fund0.380.510.54
95
Diversified PortfolioEVVCX vs FSRRX
See all 38 diversifiers for EVVCX

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