Evaluator Growth Rms Fund Quote
| EVGRX Fund | USD 12.26 0.01 0.08% |
PerformanceInsignificant
| Odds Of DistressLow
|
Evaluator Growth is trading at 12.26 as of the 23rd of June 2025; that is 0.08% increase since the beginning of the trading day. The fund's open price was 12.25. Evaluator Growth has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 25th of December 2024 and ending today, the 23rd of June 2025. Click here to learn more.
The fund invests in the securities of other unaffiliated investment companies, including open-end funds, ETFs and closed-end funds. It will generally allocate 15-30 percent of its assets into a variety of underlying funds that focus on investments in debt that possess varying qualities of credit and duration. More on Evaluator Growth Rms
Moving together with Evaluator Mutual Fund
Evaluator Mutual Fund Highlights
| Fund Concentration | E-Valuator funds Funds, Large Blend Funds, Allocation--70% to 85% Equity Funds, Allocation--70% to 85% Equity, E-Valuator funds, Large Blend, Allocation--70% to 85% Equity (View all Sectors) |
| Update Date | 30th of June 2025 |
Evaluator Growth Rms [EVGRX] is traded in USA and was established 23rd of June 2025. Evaluator Growth is listed under E-Valuator funds category by Fama And French industry classification. The fund is listed under Allocation--70% to 85% Equity category and is part of E-Valuator funds family. This fund currently has accumulated 249.71 M in assets under management (AUM) with minimum initial investment of 10 K. Evaluator Growth Rms is currently producing year-to-date (YTD) return of 3.24% with the current yeild of 0.02%, while the total return for the last 3 years was 7.38%.
Check Evaluator Growth 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 Growth 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 Growth Rms Mutual Fund Constituents
| DFVEX | Us Vector Equity | Mutual Fund | Mid-Cap Value | |
| VTRIX | Vanguard International Value | Mutual Fund | Foreign Large Value | |
| VEA | Vanguard FTSE Developed | Etf | Foreign Large Blend | |
| FNWFX | New World Fund | Mutual Fund | Diversified Emerging Mkts | |
| FDTRX | Franklin Dynatech Fund | Mutual Fund | Large Growth | |
| FSSNX | Fidelity Small Cap | Mutual Fund | Small Blend | |
| IJH | iShares Core SP | Etf | Mid-Cap Blend | |
| VIMAX | Vanguard Mid Cap Index | Mutual Fund | Mid-Cap Blend |
Evaluator Growth Rms Risk Profiles
| Mean Deviation | 0.783 | |||
| Semi Deviation | 1.21 | |||
| Standard Deviation | 1.33 | |||
| Variance | 1.77 |
Evaluator Growth Against Markets
Other Information on Investing in Evaluator Mutual Fund
Evaluator Growth financial ratios help investors to determine whether Evaluator Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Evaluator with respect to the benefits of owning Evaluator Growth security.
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