About EVMLX
The E-Valuator Moderate (50%-70%) RMS Fund Service Class is a mutual fund designed as a fund-of-funds, targeting investors seeking a balance between capital appreciation and income generation with an average risk profile. Its primary function is to allocate investments across a diversified mix of equity and fixed income securities, typically maintaining 50% to 70% exposure to equities and the remainder in bonds and other assets. This strategy aims to manage volatility while pursuing moderate growth, making the fund suitable for investors with a balanced risk tolerance who are looking to achieve long-term financial goals without excessive exposure to market swings.
The fund employs an open architecture approach, investing in other mutual funds and ETFs rather than directly in stocks or bonds. This structure allows for broad diversification across various asset classes, regions, and sectors. Under the guidance of portfolio manager Kevin R. Miller, the fund emphasizes prudent, industry-standard risk management practices. Managed by Systelligence, LLC, a boutique advisory firm, the fund leverages proprietary evaluation software to inform its investment selections. The E-Valuator Moderate (50%-70%) RMS Fund Service Class plays a significant role in the moderate allocation category, offering a diversified solution for investors seeking both income and capital growth within an actively managed, risk-controlled framework.
Fund Family E-Valuator funds
Category Allocation--50% to 70% Equity
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol EVMLX
Share Class Service Class Shares
Index S&P 500 TR
EVMLX had a total return of 10.89% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.91%.
