Evaluator Moderate Rms Fund Quote

EVMLX Fund  USD 10.43  0.07  0.68%   

Performance

12 of 100

 
Low
 
High
Good

Odds Of Distress

Less than 36

 
100  
 
Zero
Below Average
Evaluator Moderate is trading at 10.43 as of the 28th of March 2024; that is 0.68 percent up since the beginning of the trading day. The fund's open price was 10.36. Evaluator Moderate has about a 36 percent probability of financial distress in the next few years of operation but had a somewhat good performance during the last 90 days. Equity ratings for Evaluator Moderate Rms are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of February 2024 and ending today, the 28th of March 2024. Click here to learn more.
The fund seeks to achieve its objective by investing in the securities of other unaffiliated investment companies, including open-end funds, ETFs and closed-end funds. It will allocate 30-50 percent of its assets into a variety of underlying funds that focus on investments in fixed income securities that possess varying qualities of credit and duration and in underlying funds that invest in equity securities that have the potential of providing dividends and growth on an annual basis.. More on Evaluator Moderate Rms

Moving together with Evaluator Mutual Fund

  0.9STFGX State Farm GrowthPairCorr
  0.94EVAGX Evaluator Aggressive RmsPairCorr
  0.93EVFTX Evaluator TacticallyPairCorr
  1.0EVFMX Evaluator Moderate RmsPairCorr
  0.94EVFGX Evaluator Aggressive RmsPairCorr
  0.84EVFCX Evaluator ConservativePairCorr
  0.99EVGRX Evaluator Growth RmsPairCorr

Evaluator Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Evaluator Moderate's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Evaluator Moderate or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationE-Valuator funds Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, E-Valuator funds (View all Sectors)
Update Date31st of March 2024
Evaluator Moderate Rms [EVMLX] is traded in USA and was established 28th of March 2024. Evaluator Moderate is listed under E-Valuator funds category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of E-Valuator funds family. This fund currently has accumulated 178.3 M in assets under management (AUM) with no minimum investment requirementsEvaluator Moderate Rms is currently producing year-to-date (YTD) return of 4.22% with the current yeild of 0.03%, while the total return for the last 3 years was 2.06%.
Check Evaluator Moderate Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Evaluator Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Evaluator Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Evaluator Moderate Rms Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Evaluator Moderate Rms Mutual Fund Constituents

BIVVanguard Intermediate Term BondEtfIntermediate Core Bond
VTVanguard Total WorldEtfGlobal Large-Stock Blend
SFHIXShenkman Floating RateMutual FundBank Loan
VWILXVanguard International GrowthMutual FundForeign Large Growth
SCHDSchwab US DividendEtfLarge Value
DJDInvesco Dow JonesEtfLarge Value
MGVVanguard Mega CapEtfLarge Value
More Details

Evaluator Moderate Target Price Odds Analysis

Based on a normal probability distribution, the odds of Evaluator Moderate jumping above the current price in 90 days from now is about 1.98%. The Evaluator Moderate Rms probability density function shows the probability of Evaluator Moderate mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Evaluator Moderate has a beta of 0.7231 suggesting as returns on the market go up, Evaluator Moderate average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Evaluator Moderate Rms will be expected to be much smaller as well. Additionally, evaluator Moderate Rms has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming NYSE Composite.
  Odds Below 10.43HorizonTargetOdds Above 10.43
97.95%90 days
 10.43 
1.98%
Based on a normal probability distribution, the odds of Evaluator Moderate to move above the current price in 90 days from now is about 1.98 (This Evaluator Moderate Rms probability density function shows the probability of Evaluator Mutual Fund to fall within a particular range of prices over 90 days) .

Evaluator Moderate Rms Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Evaluator Moderate market risk premium is the additional return an investor will receive from holding Evaluator Moderate long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Evaluator Moderate. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Evaluator Moderate's alpha and beta are two of the key measurements used to evaluate Evaluator Moderate's performance over the market, the standard measures of volatility play an important role as well.

Evaluator Moderate Against Markets

Picking the right benchmark for Evaluator Moderate mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Evaluator Moderate mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Evaluator Moderate is critical whether you are bullish or bearish towards Evaluator Moderate Rms at a given time. Please also check how Evaluator Moderate's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Evaluator Moderate without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Evaluator Mutual Fund?

Before investing in Evaluator Moderate, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Evaluator Moderate. To buy Evaluator Moderate fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Evaluator Moderate. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Evaluator Moderate fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Evaluator Moderate Rms fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Evaluator Moderate Rms fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Evaluator Moderate Rms, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Evaluator Moderate Rms?

The danger of trading Evaluator Moderate Rms is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Evaluator Moderate is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Evaluator Moderate. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Evaluator Moderate Rms is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Evaluator Moderate Rms. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of economic analysis.
You can also try the Premium Stories module to follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope.

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Please note, there is a significant difference between Evaluator Moderate's value and its price as these two are different measures arrived at by different means. Investors typically determine if Evaluator Moderate is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Evaluator Moderate's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.