EValuator Moderate Mutual Fund Fund Managers
| EVMLX Fund | USD 11.24 -0.12 -1.06% |
Leadership analysis for Evaluator Moderate Rms matters because fund performance is rarely explained by return alone; process quality, allocation, and risk control also matter. Used well, management analysis helps investors judge whether execution quality is supporting future consistency or raising underperformance risk.
EValuator |
| Symbol | EVMLX |
| Name | Evaluator Moderate Rms |
| Type | Mutual Fund |
| Country | US United States |
| Exchange | NMFQS |
Information on Evaluator Moderate Rms Leadership is currently not available. This may reflect a temporary coverage gap.
If the information should be available, let us know and we will verify availability. Additional delisted instruments data spans multiple markets.Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
Thematic Opportunities
Explore Investment Opportunities
Sector Exposure (%)
The sector mix behind Evaluator Moderate Rms is useful because diversification can reduce single-sector shocks even when it also moderates upside from a hot theme. This view becomes much more actionable when it is compared with historical performance, volatility, and the strategy's stated objective.
Instrument Allocation (%)
Top Mutual Fund Constituents
| JMBUX | JPMorgan Mortgage Backed Securities | Mutual Fund | |
| DODLX | Dodge Global Bond | Mutual Fund | |
| VTWAX | Vanguard Total World | Mutual Fund | |
| CBFYX | Columbia Bond Fund | Mutual Fund | |
| MTUM | iShares MSCI USA | Etf | |
| SWPPX | Schwab Sampp 500 | Mutual Fund | |
| SFHIX | Shenkman Floating Rate | Mutual Fund | |
| VXF | Vanguard Extended Market | Etf | |
| DFLVX | Us Large Cap | Mutual Fund | |
| SPYV | SPDR Portfolio SAMPP | Etf | |
| SPYG | SPDR Portfolio SAMPP | Etf | |
| SFCWX | Smallcap World Fund | Mutual Fund | |
| RNPGX | New Perspective Fund | Mutual Fund | |
| CWB | SPDR Bloomberg Convertible | Etf | |
| DREIX | World Core Equity | Mutual Fund | |
| IGIB | iShares 5 10 Year | Etf | |
| DFEOX | Us E Equity | Mutual Fund | |
| BYLD | iShares Yield Optimized | Etf | |
| FXAIX | Fidelity 500 Index | Mutual Fund | |
| VLU | SPDR SAMPP 1500 | Etf | |
| VBIMX | Vanguard Intermediate Term Bond | Mutual Fund | |
| VTRIX | Vanguard International Value | Mutual Fund | |
| RMFGX | American Mutual Fund | Mutual Fund | |
| JMSFX | JPMorgan Income Fund | Mutual Fund | |
| JLGMX | JPMorgan Large Cap | Mutual Fund | |
| XLG | Invesco SAMPP 500 | Etf | |
| SCHG | Schwab Large Cap Growth | Etf | |
| IUSB | iShares Core Total | Etf | |
| SCHD | Schwab Dividend Equity | Etf | |
| EIFAX | Eaton Vance Floating Rate | Mutual Fund |
Outstanding Bonds
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| MGM Resorts International Corp BondUS552953CD18 | View |
For Evaluator Moderate Rms, institutional participation can be supportive or destabilizing depending on whether large holders are building conviction or reducing exposure. The opportunity for retail investors is not to imitate blindly, but to understand how large-holder positioning may affect liquidity, volatility, and timing.
Net Asset Comparison
Evaluator Moderate Rms ranks first in net asset among similar funds. Total Asset Under Management (AUM) of Allocation--50% to 70% Equity category is currently estimated at about 14.14 Billion. EValuator Moderate claims roughly 178.3 Million in net asset contributing just under 2% to funds in Allocation--50% to 70% Equity category.
Benchmark Summation
Operator |
This analysis covers sixty-one data points across the selected time horizon. Evaluator Moderate Rms Price Series Summation is a cross summation of EValuator Moderate price series and its benchmark/peer.
Management Information & Data Sources
Management review for EValuator Moderate focuses on portfolio leadership, allocation discipline, and operating consistency. Executive background, tenure, and turnover can influence how investors interpret strategic shifts.
Unless otherwise specified, data for Evaluator Moderate Rms is compiled from fund disclosures and market reference feeds and standardized for comparability. Updates may occur throughout the day. Insider and management fields are mapped from published filings and company disclosures.