Evaluator Growth Rms Fund Quote
EVGLX Fund | USD 12.95 0.03 0.23% |
PerformanceSolid
| Odds Of DistressLow
|
Evaluator Growth is trading at 12.95 as of the 27th of August 2025; that is 0.23 percent up since the beginning of the trading day. The fund's open price was 12.92. Evaluator Growth has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 29th of May 2025 and ending today, the 27th of August 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
Update Date | 30th of June 2025 |
Evaluator Growth Rms [EVGLX] is traded in USA and was established 27th of August 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 no minimum investment requirementsEvaluator Growth Rms is currently producing year-to-date (YTD) return of 10.33% with the current yeild of 0.02%, while the total return for the last 3 years was 12.47%.
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
IOO | iShares Global 100 | Etf | Global Large-Stock Blend | |
SCHD | Schwab Dividend Equity | Etf | Large Value | |
FNWFX | New World Fund | Mutual Fund | Diversified Emerging Mkts | |
SIVR | abrdn Physical Silver | Etf | Commodities Focused | |
RGAGX | Growth Fund Of | Mutual Fund | Large Growth | |
VT | Vanguard Total World | Etf | Global Large-Stock Blend | |
GLNNX | Mfs Global New | Mutual Fund | World Small/Mid Stock | |
MGV | Vanguard Mega Cap | Etf | Large Value |
Evaluator Growth Rms Risk Profiles
Mean Deviation | 0.4379 | |||
Semi Deviation | 0.1768 | |||
Standard Deviation | 0.5602 | |||
Variance | 0.3138 |
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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