EVFMX

About EVFMX

The E-Valuator Moderate (50%-70%) RMS R4 is an open-end mutual fund designed to provide a balanced approach to growth and income for investors with a moderate risk tolerance. Utilizing a risk-managed, “fund-of-funds” strategy, the fund allocates its assets primarily between equity and fixed income securities by investing in a diversified selection of underlying mutual funds and ETFs. Typically, between 30% and 50% of assets are allocated to fixed income investments, with the remainder in equities, aiming to keep its overall volatility—measured by standard deviation—within a specified range suitable for moderate investors. The fund's asset allocation is managed dynamically, rebalancing as necessary to stay within its target risk parameters and to respond to evolving market conditions. Its holdings encompass a mix of both actively and passively managed underlying funds, featuring exposure to global equities and bonds. The E-Valuator Moderate (50%-70%) RMS R4 fund serves as a core portfolio solution for retirement plans and investors seeking a disciplined balance between risk and return, leveraging systematic oversight and selection processes to maintain consistency and risk control over time.