Evaluator Tactically Managed Fund Quote
| EVFTX Fund | USD 10.79 0.04 0.37% |
Performance6 of 100
| Odds Of DistressLess than 20
|
Evaluator Tactically is trading at 10.79 as of the 25th of November 2024; that is 0.37 percent up since the beginning of the trading day. The fund's open price was 10.75. Evaluator Tactically has about a 20 % 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 Tactically Managed 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 invests in the securities of other unaffiliated investment companies, including open-end funds, ETFs and closed-end funds. It will generally allocate 50-70 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 Tactically Managed
Moving together with Evaluator Mutual Fund
Evaluator Mutual Fund Highlights
| Fund Concentration | E-Valuator funds Funds, Large Blend Funds, Allocation--30% to 50% Equity Funds, Allocation--30% to 50% Equity, E-Valuator funds (View all Sectors) |
| Update Date | 30th of September 2024 |
Evaluator Tactically Managed [EVFTX] is traded in USA and was established 25th of November 2024. Evaluator Tactically is listed under E-Valuator funds category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of E-Valuator funds family. This fund currently has accumulated 13.72 M in assets under management (AUM) with no minimum investment requirementsEvaluator Tactically is currently producing year-to-date (YTD) return of 8.64% with the current yeild of 0.03%, while the total return for the last 3 years was 1.62%.
Check Evaluator Tactically 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 Tactically Managed 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 Tactically Managed Mutual Fund Constituents
| JSIMX | Jpmorgan Unconstrained Debt | Mutual Fund | Nontraditional Bond | |
| CBFYX | Columbia Bond Fund | Mutual Fund | Intermediate Core Bond | |
| JFIRX | Floating Rate Income | Mutual Fund | Bank Loan | |
| JHBSX | John Hancock Bond | Mutual Fund | Intermediate Core-Plus Bond | |
| ICVT | iShares Convertible Bond | Etf | Convertibles | |
| LGMNX | Loomis Sayles Global | Mutual Fund | World Allocation | |
| VGINX | Jpmorgan Growth And | Mutual Fund | Large Value | |
| SIVR | abrdn Physical Silver | Etf | Commodities Focused |
Evaluator Tactically Risk Profiles
| Mean Deviation | 0.2144 | |||
| Semi Deviation | 0.1399 | |||
| Standard Deviation | 0.2962 | |||
| Variance | 0.0878 |
Evaluator Tactically Against Markets
Other Information on Investing in Evaluator Mutual Fund
Evaluator Tactically 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 Tactically security.
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