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EVGRX
The E-Valuator Growth (70%-85%) RMS - R-4 Class
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EVGRX Mutual Fund Price & Analysis

The E-Valuator Growth (70%-85%) RMS - R-4 Class (EVGRX) is a mutual fund that primarily invests in growth-oriented companies, with a focus on those that have a potential for high returns. The fund aims to achieve a balance between risk and reward by allocating 70-85% of its assets to equities and the remaining to fixed income securities. The "RMS" in the name stands for "Risk-Managed Strategy," indicating that the fund employs risk management techniques to mitigate potential losses. The "R-4 Class" refers to the share class of the fund, which may have a lower expense ratio compared to other share classes. Overall, EVGRX is a growth-focused mutual fund with a risk management strategy, suitable for investors seeking long-term capital appreciation.

EVGRX Mutual Fund Chart & Stats

$13.56
-$0.10(-0.73%)
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Top 10 Holdings

Name
Weight %
USD_CASH
Dimensional Global Equity Port
4.99%
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USD_CASH
New Perspective Fund
3.89%
SPDR Global Dow ETF
3.69%
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3.28%
USD_CASH
Nuveen Large Cap Growth Index
3.03%
Schwab U.S. Large-Cap Growth ETF
2.80%
Vanguard Mid-Cap Growth ETF
2.66%
iShares Russell Mid-Cap Growth ETF
2.61%
WisdomTree US Value Fund of Benef Interest
2.59%
Total33.91%

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