About EVGLX
The E-Valuator Growth (70%-85%) RMS Fund Service Class is a mutual fund designed to provide investors with a diversified equity-focused portfolio, strategically allocating approximately 70% to 85% of its assets to growth-oriented investments. Its primary function is to serve as a moderately aggressive allocation fund, appealing to investors seeking long-term capital appreciation with an understanding of higher equity market exposure. The fund employs a "Risk Managed Strategy" approach, aiming to balance growth prospects with prudent risk management, supported by advanced analytical software developed by the fund’s manager. The portfolio is structured as a fund of funds, leveraging an open architecture to include a broad selection of underlying mutual funds and ETFs across various asset classes and investment styles. Managed by Systelligence, LLC and led by an experienced portfolio manager, the fund specifically targets investors seeking a disciplined, evidence-based method to asset allocation. Its role in the financial market is to offer both individual and institutional investors access to a fully diversified, dynamically managed investment solution that aligns growth potential with controlled volatility, suitable for those with a moderately aggressive risk tolerance.
Fund Family E-Valuator funds
Category Allocation--70% to 85% Equity
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol EVGLX
Share Class Service Class Shares
Index S&P 500 TR
EVGLX had a total return of 13.15% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.34%.
