About EVFTX
E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class is a mutual fund designed to offer a balanced approach between growth and income, targeting investors with a moderate risk profile. The fund primarily operates as a fund of funds, allocating assets among other unaffiliated investment companies, including open-end funds, exchange-traded funds, and closed-end funds. It typically maintains an asset allocation of 50%-70% in underlying fixed income funds, providing exposure to bonds with various credit qualities and durations, while the remaining 30%-50% is invested in equity funds that offer both dividend income and potential for capital appreciation. This structure aims to manage volatility and delivers a moderately conservative allocation, making it suitable for investors seeking a blend of capital growth and regular income. Managed by Systelligence, LLC, and overseen by experienced portfolio manager Kevin R. Miller, the fund emphasizes prudent risk management and diversification across asset classes. The E-Valuator software underpins the selection process, ensuring disciplined and transparent portfolio construction that matches the intended risk tolerance for its investors.
Fund Family E-Valuator funds
Category Allocation--30% to 50% Equity
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol EVFTX
Share Class R4 Class Shares
Index S&P 500 TR
EVFTX had a total return of 14.05% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.46%.
