Evaluator Growth Rms Fund Quote
| EVGLX Fund | USD 12.05 0.05 0.41% |
PerformanceGood
| Odds Of DistressLow
|
Evaluator Growth is trading at 12.05 as of the 28th of February 2026; that is 0.41 percent decrease since the beginning of the trading day. The fund's open price was 12.1. Evaluator Growth has less than a 19 % 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 30th of November 2025 and ending today, the 28th of February 2026. 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
Evaluator Mutual Fund Highlights
| Update Date | 31st of December 2025 |
Evaluator Growth Rms [EVGLX] is traded in USA and was established 28th of February 2026. 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 5.24% with the current yeild of 0.01%, while the total return for the last 3 years was 14.97%.
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.
Evaluator Growth Rms Risk Profiles
| Mean Deviation | 0.8895 | |||
| Standard Deviation | 2.82 | |||
| Variance | 7.96 | |||
| Downside Variance | 0.5018 |
Evaluator Growth Against Markets
Evaluator Mutual Fund Analysis Notes
The fund retains about 6.08% of assets under management (AUM) in fixed income securities. Evaluator Growth Rms last dividend was 0.07 per share. Large Blend To learn more about Evaluator Growth Rms call the company at 888-507-2798.Evaluator Growth Rms Investment Alerts
| The fund retains about 6.08% of its assets under management (AUM) in fixed income securities |
Top Evaluator Growth Rms Mutual Fund Constituents
| JGISX | Jpmorgan Intrepid Growth | Mutual Fund | |
| SCHM | Schwab Mid Cap ETF | Etf | |
| MTUM | iShares MSCI USA | Etf | |
| SPYG | SPDR Portfolio SP | Etf | |
| SWPPX | Schwab Sp 500 | Mutual Fund | |
| JKH | iShares Morningstar Mid Cap | Etf | |
| DDWM | WisdomTree Dynamic Currency | Etf | |
| VO | Vanguard Mid Cap Index | Etf | |
| STRDX | Sterling Capital Total | Mutual Fund | |
| OGIIX | Oppenheimer Global Opportunities | Mutual Fund | |
| FDTRX | Franklin Dynatech Fund | Mutual Fund | |
| VIVIX | Vanguard Value Index | Mutual Fund | |
| IWP | iShares Russell Mid Cap | Etf | |
| TILIX | Tiaa Cref Large Cap Growth | Mutual Fund | |
| SIVR | abrdn Physical Silver | Etf | |
| SFCWX | Smallcap World Fund | Mutual Fund | |
| FSSNX | Fidelity Small Cap | Mutual Fund | |
| RGAGX | Growth Fund Of | Mutual Fund | |
| DFUSX | Us Large Pany | Mutual Fund | |
| SFNNX | Schwab Fundamental International | Mutual Fund | |
| VVIAX | Vanguard Value Index | Mutual Fund | |
| RNPGX | New Perspective Fund | Mutual Fund | |
| JMGRX | Janus Enterprise Fund | Mutual Fund | |
| SPYV | SPDR Portfolio SP | Etf | |
| GLNNX | Mfs Global New | Mutual Fund | |
| VXF | Vanguard Extended Market | Etf | |
| FXAIX | Fidelity 500 Index | Mutual Fund | |
| VGINX | Jpmorgan Growth And | Mutual Fund |
Evaluator Growth Outstanding Bonds
Evaluator Growth 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 Growth 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 Growth 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.
Evaluator Growth Predictive Daily Indicators
Evaluator Growth 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 Growth 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 | 12.05 | |||
| Day Typical Price | 12.05 | |||
| Price Action Indicator | (0.03) | |||
| Period Momentum Indicator | (0.05) | |||
| Relative Strength Index | 93.81 |
Evaluator Growth Forecast Models
Evaluator Growth's time-series forecasting models are one of many Evaluator Growth'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 Growth'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 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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| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |