About EVGRX
E-Valuator Growth (70%-85%) Risk Managed Strategy Fund R4 Class is a mutual fund designed to provide investors with capital growth, while maintaining a risk-managed, diversified portfolio. The fund primarily targets a moderately aggressive asset allocation, investing between 70% and 85% of its assets in equities, with the remainder typically allocated to fixed income or other asset classes. This balance aims to offer growth potential while managing volatility, catering to investors with above-average risk tolerance and a focus on long-term capital appreciation.
The portfolio employs an open-architecture, fund-of-funds approach, incorporating a mix of leading mutual funds and exchange-traded funds across various market sectors. Its holdings often include large-blend equity funds and growth-oriented investments, as well as fixed-income components with a relatively higher duration than peers, helping to manage interest rate risk. The fund is managed by Systelligence, LLC, under the guidance of portfolio manager Kevin R. Miller, and leverages proprietary risk management technology to optimize allocations within prudent volatility standards. Serving retirement and individual investors, E-Valuator Growth (70%-85%) Risk Managed Strategy Fund R4 Class plays a significant role in offering a balanced growth solution in the moderately aggressive allocation segment of the market.
Fund Family E-Valuator funds
Category Allocation--70% to 85% Equity
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol EVGRX
Share Class R4 Class Shares
Index S&P 500 TR
EVGRX had a total return of 18.64% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.51%.
