Evaluator Very Conservative Fund Quote
| EVVLX Fund | USD 9.50 0.01 0.11% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Evaluator Very is trading at 9.50 as of the 25th of November 2024; that is 0.11 percent up since the beginning of the trading day. The fund's open price was 9.49. Evaluator Very has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Evaluator Very Conservative are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of September 2023 and ending today, the 25th of November 2024. Click here to learn more.
The fund normally invests in the securities of other unaffiliated investment companies, including open-end funds, ETFs and closed-end funds. It will allocate 85-100 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 Very Conservative
Moving together with Evaluator Mutual Fund
Evaluator Mutual Fund Highlights
| Fund Concentration | E-Valuator funds Funds, Large Value Funds, Allocation--15% to 30% Equity Funds, Allocation--15% to 30% Equity, E-Valuator funds (View all Sectors) |
| Update Date | 30th of September 2024 |
Evaluator Very Conservative [EVVLX] is traded in USA and was established 25th of November 2024. Evaluator Very is listed under E-Valuator funds category by Fama And French industry classification. The fund is listed under Allocation--15% to 30% Equity category and is part of E-Valuator funds family. This fund currently has accumulated 16.16 M in assets under management (AUM) with no minimum investment requirementsEvaluator Very Conse is currently producing year-to-date (YTD) return of 3.84% with the current yeild of 0.04%, while the total return for the last 3 years was 0.7%.
Check Evaluator Very 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 Very Conservative 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 Very Conservative Mutual Fund Constituents
| IUSB | iShares Core Total | Etf | Intermediate Core-Plus Bond | |
| DFAPX | Dfa Investment Grade | Mutual Fund | Intermediate Core Bond | |
| BNDX | Vanguard Total International | Etf | Global Bond-USD Hedged | |
| FLTR | VanEck Investment Grade | Etf | Ultrashort Bond | |
| IIBZX | Voya Intermediate Bond | Mutual Fund | Intermediate Core-Plus Bond | |
| BIV | Vanguard Intermediate Term Bond | Etf | Intermediate Core Bond | |
| VSCSX | Vanguard Short Term Porate | Mutual Fund | Short-Term Bond | |
| GIBRX | Guggenheim Total Return | Mutual Fund | Intermediate Core-Plus Bond |
Evaluator Very Conse Risk Profiles
| Mean Deviation | 0.1308 | |||
| Standard Deviation | 0.1984 | |||
| Variance | 0.0394 | |||
| Risk Adjusted Performance | (0.04) |
Evaluator Very Against Markets
Other Information on Investing in Evaluator Mutual Fund
Evaluator Very 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 Very security.
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