Evaluator Conservative Rms Fund Quote
| EVFCX Fund | USD 10.55 0.01 0.09% |
PerformanceGood
| Odds Of DistressLow
|
Evaluator Conservative is trading at 10.55 as of the 29th of January 2026; that is 0.09 percent up since the beginning of the trading day. The fund's open price was 10.54. Evaluator Conservative has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 31st of October 2025 and ending today, the 29th of January 2026. Click here to learn more.
The fund normally invests in the securities of other unaffiliated investment companies, including open-end funds, ETFs and closed-end funds. It will generally allocate 70-85 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. More on Evaluator Conservative Rms
Moving together with Evaluator Mutual Fund
| 0.86 | EVAGX | Evaluator Aggressive Rms | PairCorr |
| 0.97 | EVFTX | Evaluator Tactically | PairCorr |
| 0.9 | EVFMX | Evaluator Moderate Rms | PairCorr |
| 0.86 | EVFGX | Evaluator Aggressive Rms | PairCorr |
| 0.85 | EVGRX | Evaluator Growth Rms | PairCorr |
Moving against Evaluator Mutual Fund
Evaluator Mutual Fund Highlights
| Thematic Idea | Conservative Funds (View all Themes) |
| Fund Concentration | E-Valuator funds Funds, Large Blend Funds, Allocation--15% to 30% Equity Funds, Conservative Funds, Allocation--15% to 30% Equity, E-Valuator funds, Large Blend, Allocation--30% to 50% Equity (View all Sectors) |
| Update Date | 31st of December 2025 |
Evaluator Conservative Rms [EVFCX] is traded in USA and was established 29th of January 2026. Evaluator Conservative is listed under E-Valuator funds category by Fama And French industry classification. The fund is listed under Allocation--15% to 30% Equity category and is part of E-Valuator funds family. The entity is thematically classified as Conservative Funds. This fund currently has accumulated 59.4 M in assets under management (AUM) with no minimum investment requirementsEvaluator Conservative is currently producing year-to-date (YTD) return of 1.84% with the current yeild of 0.03%, while the total return for the last 3 years was 7.33%.
Check Evaluator Conservative 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 Conservative 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.
Evaluator Conservative Risk Profiles
| Mean Deviation | 0.2361 | |||
| Semi Deviation | 0.1862 | |||
| Standard Deviation | 0.3029 | |||
| Variance | 0.0917 |
Evaluator Conservative Against Markets
Evaluator Mutual Fund Analysis Notes
The fund retains about 13.5% of assets under management (AUM) in cash. Large Blend To learn more about Evaluator Conservative Rms call the company at 888-507-2798.Evaluator Conservative Investment Alerts
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| The fund retains about 13.5% of its assets under management (AUM) in cash |
Evaluator Conservative Thematic Classifications
In addition to having Evaluator Conservative mutual fund in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
 | Conservative FundsFunds with low risk and low expected return |
Top Evaluator Conservative Rms Mutual Fund Constituents
Evaluator Conservative Outstanding Bonds
Evaluator Conservative issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Evaluator Conservative uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Evaluator bonds can be classified according to their maturity, which is the date when Evaluator Conservative Rms has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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Evaluator Conservative Predictive Daily Indicators
Evaluator Conservative intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Evaluator Conservative mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 10.55 | |||
| Day Typical Price | 10.55 | |||
| Price Action Indicator | 0.005 | |||
| Period Momentum Indicator | 0.01 | |||
| Relative Strength Index | 65.31 |
Evaluator Conservative Forecast Models
Evaluator Conservative's time-series forecasting models are one of many Evaluator Conservative's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Evaluator Conservative's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.Other Information on Investing in Evaluator Mutual Fund
Evaluator Conservative 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 Conservative security.
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