Evaluator Aggressive Rms Fund Quote
| EVFGX Fund | USD 14.20 0.11 0.78% |
Performance7 of 100
| Odds Of DistressLess than 19
|
Evaluator Aggressive is trading at 14.20 as of the 25th of November 2024; that is 0.78% increase since the beginning of the trading day. The fund's open price was 14.09. Evaluator Aggressive has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Evaluator Aggressive Rms are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of February 2023 and ending today, the 25th of November 2024. Click here to learn more.
The fund invests in the securities of other unaffiliated investment companies, including open-end funds, exchange-traded funds and closed-end funds. It will allocate 1-15 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 Aggressive Rms
Moving together with Evaluator Mutual Fund
| 1.0 | EVAGX | Evaluator Aggressive Rms | PairCorr |
| 0.85 | EVFTX | Evaluator Tactically | PairCorr |
| 0.98 | EVFMX | Evaluator Moderate Rms | PairCorr |
| 0.99 | EVGRX | Evaluator Growth Rms | PairCorr |
Moving against Evaluator Mutual Fund
Evaluator Mutual Fund Highlights
| Fund Concentration | E-Valuator funds Funds, Large Blend Funds, Allocation--85%+ Equity Funds, Allocation--85%+ Equity, E-Valuator funds, Large Blend, Allocation--85%+ Equity (View all Sectors) |
| Update Date | 30th of September 2024 |
Evaluator Aggressive Rms [EVFGX] is traded in USA and was established 25th of November 2024. Evaluator Aggressive is listed under E-Valuator funds category by Fama And French industry classification. The fund is listed under Allocation--85%+ Equity category and is part of E-Valuator funds family. This fund currently has accumulated 89.34 M in assets under management (AUM) with no minimum investment requirementsEvaluator Aggressive Rms is currently producing year-to-date (YTD) return of 17.01% with the current yeild of 0.01%, while the total return for the last 3 years was 4.3%.
Check Evaluator Aggressive 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 Aggressive 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 Aggressive Rms Mutual Fund Constituents
| VO | Vanguard Mid Cap Index | Etf | Mid-Cap Blend | |
| JLGMX | Jpmorgan Large Cap | Mutual Fund | Large Growth | |
| DFVEX | Us Vector Equity | Mutual Fund | Mid-Cap Value | |
| IAU | iShares Gold Trust | Etf | Commodities Focused | |
| SIVR | abrdn Physical Silver | Etf | Commodities Focused | |
| SPDW | SPDR SP World | Etf | Foreign Large Blend | |
| OGIIX | Oppenheimer Global Opportunities | Mutual Fund | World Small/Mid Stock | |
| ISCF | iShares MSCI Intl | Etf | Foreign Small/Mid Blend |
Evaluator Aggressive Rms Risk Profiles
| Mean Deviation | 0.4935 | |||
| Semi Deviation | 0.5123 | |||
| Standard Deviation | 0.6667 | |||
| Variance | 0.4445 |
Evaluator Aggressive Against Markets
Other Information on Investing in Evaluator Mutual Fund
Evaluator Aggressive 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 Aggressive security.
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