About EVFGX
The E-Valuator Aggressive Growth (85%-99%) Risk-Managed Strategy Fund R4 is an open-end mutual fund designed for investors seeking substantial long-term capital appreciation with an aggressive risk profile. Structured as a 'fund-of-funds,' it primarily invests in a diversified mix of industry-leading mutual funds and ETFs, actively balancing between equity and minimal fixed income allocations, typically holding 85% to 99% in equities. This strategy utilizes the proprietary E-Valuator software, which screens and selects underlying investments based on strict criteria such as management tenure, volatility, fees, and risk-adjusted returns. The fund is rebalanced periodically to maintain targeted asset weights and manage volatility within a specified range, catering to investors with a high tolerance for short-term losses and a withdrawal target typically over 12 years. Managed by Systelligence, LLC and overseen by experienced portfolio manager Kevin R. Miller, the fund’s approach aims to optimize total return while maintaining disciplined risk controls. Its underlying holdings feature active and passive investments spanning large-cap, small-mid cap, and global equities, making it a significant choice within the aggressive allocation segment for investors focused on growth and risk management.
Fund Family E-Valuator funds
Category Allocation--85%+ Equity
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol EVFGX
Share Class R4 Class Shares
Index S&P 500 TR
EVFGX had a total return of 14.87% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.83%.
