Evaluator Growth Rms Fund Quote
| EVGLX Fund | USD 12.15 0.08 0.66% |
Performance7 of 100
| Odds Of DistressLess than 19
|
Evaluator Growth is trading at 12.15 as of the 22nd of November 2024; that is 0.66 percent up since the beginning of the trading day. The fund's open price was 12.07. Evaluator Growth 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 Growth Rms are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of October 2024 and ending today, the 22nd 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 15-30 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 Growth Rms
Moving together with Evaluator Mutual Fund
| 0.94 | EVAGX | Evaluator Aggressive Rms | PairCorr |
| 0.83 | EVFTX | Evaluator Tactically | PairCorr |
| 0.97 | EVFMX | Evaluator Moderate Rms | PairCorr |
| 0.94 | EVFGX | Evaluator Aggressive Rms | PairCorr |
| 1.0 | EVGRX | Evaluator Growth Rms | PairCorr |
Moving against Evaluator Mutual Fund
Evaluator Mutual Fund Highlights
| Fund Concentration | E-Valuator funds Funds, Large Blend Funds, Allocation--70% to 85% Equity Funds, Allocation--70% to 85% Equity, E-Valuator funds, Large Blend, Allocation--70% to 85% Equity (View all Sectors) |
| Update Date | 30th of September 2024 |
Evaluator Growth Rms [EVGLX] is traded in USA and was established 22nd of November 2024. Evaluator Growth is listed under E-Valuator funds category by Fama And French industry classification. The fund is listed under Allocation--70% to 85% Equity category and is part of E-Valuator funds family. This fund currently has accumulated 249.71 M in assets under management (AUM) with no minimum investment requirementsEvaluator Growth Rms is currently producing year-to-date (YTD) return of 13.17% with the current yeild of 0.02%, while the total return for the last 3 years was 2.95%.
Check Evaluator Growth 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 Growth 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 Growth Rms Mutual Fund Constituents
| MGV | Vanguard Mega Cap | Etf | Large Value | |
| JMGRX | Janus Enterprise Fund | Mutual Fund | Mid-Cap Growth | |
| VTMNX | Vanguard Developed Markets | Mutual Fund | Foreign Large Blend | |
| FDTRX | Franklin Dynatech Fund | Mutual Fund | Large Growth | |
| VIMAX | Vanguard Mid Cap Index | Mutual Fund | Mid-Cap Blend | |
| VEXAX | Vanguard Extended Market | Mutual Fund | Mid-Cap Blend | |
| IAU | iShares Gold Trust | Etf | Commodities Focused | |
| MTUM | iShares MSCI USA | Etf | Large Growth |
Evaluator Growth Rms Risk Profiles
| Mean Deviation | 0.384 | |||
| Semi Deviation | 0.3964 | |||
| Standard Deviation | 0.5577 | |||
| Variance | 0.311 |
Evaluator Growth Against Markets
Other Information on Investing in Evaluator Mutual Fund
Evaluator Growth 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 Growth security.
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