Evaluator Conservative Rms Fund Quote
| EVFCX Fund | USD 9.87 0.02 0.20% |
Performance3 of 100
| Odds Of DistressLess than 22
|
Evaluator Conservative is trading at 9.87 as of the 25th of November 2024; that is 0.20 percent up since the beginning of the trading day. The fund's open price was 9.85. Evaluator Conservative has about a 22 % 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. Equity ratings for Evaluator Conservative Rms are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of October 2024 and ending today, the 25th of November 2024. 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
Evaluator Mutual Fund Highlights
| Update Date | 30th of September 2024 |
Evaluator Conservative Rms [EVFCX] is traded in USA and was established 25th of November 2024. 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 5.59% with the current yeild of 0.04%, while the total return for the last 3 years was 0.48%.
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.
Top Evaluator Conservative Rms Mutual Fund Constituents
| VCSH | Vanguard Short Term Corporate | Etf | Short-Term Bond | |
| SPSB | SPDR Barclays Short | Etf | Short-Term Bond | |
| CBFYX | Columbia Bond Fund | Mutual Fund | Intermediate Core Bond | |
| FCSKX | Franklin Vertible Securities | Mutual Fund | Convertibles | |
| LDLVX | Lord Abbett Short | Mutual Fund | Short-Term Bond | |
| JSDRX | Jpmorgan Short Duration | Mutual Fund | Short-Term Bond | |
| LAUVX | Lord Abbett Income | Mutual Fund | Corporate Bond | |
| SPHY | SPDR Portfolio High | Etf | High Yield Bond |
Evaluator Conservative Risk Profiles
| Mean Deviation | 0.1597 | |||
| Semi Deviation | 0.1257 | |||
| Standard Deviation | 0.2101 | |||
| Variance | 0.0442 |
Evaluator Conservative Against Markets
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.
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals |