Evaluator Moderate Rms Fund Quote
| EVFMX Fund | USD 11.75 0.05 0.42% |
PerformanceGood
| Odds Of DistressLow
|
Evaluator Moderate is trading at 11.75 as of the 3rd of March 2026; that is 0.42% down since the beginning of the trading day. The fund's open price was 11.8. Evaluator Moderate has less than a 18 % 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 3rd of December 2025 and ending today, the 3rd of March 2026. Click here to learn more.
The fund seeks to achieve its objective by investing in the securities of other unaffiliated investment companies, including open-end funds, ETFs and closed-end funds. It will allocate 30-50 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 and in underlying funds that invest in equity securities that have the potential of providing dividends and growth on an annual basis.. More on Evaluator Moderate Rms
Moving together with Evaluator Mutual Fund
Evaluator Mutual Fund Highlights
| Update Date | 31st of March 2026 |
Evaluator Moderate Rms [EVFMX] is traded in USA and was established 3rd of March 2026. Evaluator Moderate is listed under E-Valuator funds category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of E-Valuator funds family. This fund currently has accumulated 178.3 M in assets under management (AUM) with minimum initial investment of 10 K. Evaluator Moderate Rms is currently producing year-to-date (YTD) return of 4.35% with the current yeild of 0.02%, while the total return for the last 3 years was 12.78%.
Check Evaluator Moderate 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 Moderate 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 Moderate Rms Risk Profiles
| Mean Deviation | 0.5449 | |||
| Standard Deviation | 1.09 | |||
| Variance | 1.18 | |||
| Downside Variance | 0.3558 |
Evaluator Moderate Against Markets
Evaluator Mutual Fund Analysis Notes
The fund retains about 6.24% of assets under management (AUM) in cash. Large Blend To learn more about Evaluator Moderate Rms call the company at 888-507-2798.Evaluator Moderate Rms Investment Alerts
| The fund retains about 6.24% of its assets under management (AUM) in cash |
Top Evaluator Moderate Rms Mutual Fund Constituents
| IOO | iShares Global 100 | Etf | |
| RLBGX | American Balanced Fund | Mutual Fund | |
| JMBUX | Jpmorgan Mortgage Backed Securities | Mutual Fund | |
| MGV | Vanguard Mega Cap | Etf | |
| RNPGX | New Perspective Fund | Mutual Fund | |
| BCOIX | Baird E Plus | Mutual Fund | |
| XLG | Invesco SP 500 | Etf | |
| EIFAX | Eaton Vance Floating Rate | Mutual Fund | |
| LRRVX | Floating Rate Fund | Mutual Fund | |
| DREIX | World Core Equity | Mutual Fund | |
| CBFYX | Columbia Bond Fund | Mutual Fund | |
| VO | Vanguard Mid Cap Index | Etf | |
| SIVR | abrdn Physical Silver | Etf | |
| FCSKX | Franklin Vertible Securities | Mutual Fund | |
| STRDX | Sterling Capital Total | Mutual Fund | |
| SPYV | SPDR Portfolio SP | Etf | |
| DODLX | Dodge Global Bond | Mutual Fund | |
| BIV | Vanguard Intermediate Term Bond | Etf | |
| VGINX | Jpmorgan Growth And | Mutual Fund | |
| OIBIX | Oppenheimer Intl Bd | Mutual Fund | |
| AGGY | WisdomTree Yield Enhanced | Etf | |
| SCHG | Schwab Large Cap Growth | Etf | |
| FXAIX | Fidelity 500 Index | Mutual Fund | |
| GCEYX | Ab Global E | Mutual Fund | |
| TEDNX | Tiaa Cref Emerging Markets | Mutual Fund | |
| VLU | SPDR SP 1500 | Etf | |
| VWOB | Vanguard Emerging Markets | Etf | |
| ICVT | iShares Convertible Bond | Etf | |
| CWB | SPDR Bloomberg Convertible | Etf |
Evaluator Moderate Outstanding Bonds
Evaluator Moderate 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 Moderate Rms 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 Moderate 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 Moderate Predictive Daily Indicators
Evaluator Moderate 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 Moderate 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.
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 11.75 | |||
| Day Typical Price | 11.75 | |||
| Price Action Indicator | (0.03) | |||
| Period Momentum Indicator | (0.05) | |||
| Relative Strength Index | 50.23 |
Evaluator Moderate Forecast Models
Evaluator Moderate's time-series forecasting models are one of many Evaluator Moderate'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 Moderate'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 Moderate 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 Moderate security.
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