EVAGX Mutual Fund
EVAGX Mutual Fund
The E-Valuator Enhanced Growth (85%-99%) RMS Fund Service Class
EVAGX Mutual Fund Overview
EVAGX Mutual Fund (The E-Valuator Enhanced Growth (85%-99%) RMS Fund Service Class) is managed by E-Valuator funds with $250.9M in net assets. EVAGX expense ratio is 0.82%, holding 66 positions across sectors including Unknown, Financials, Other. Inception date: 2016-05-26.
EVAGX performance shows a YTD return of 14.03%. The 1-year return is 25.81% and the 5-year return is 9.29%. EVAGX dividend yield stands at 17.38%, paid semi-annually.
EVAGX top holdings include New Perspective Fund, Class R-6 (5.2%), Wisdomtree Emg Mkt Eq Incm Etf Fund (3.8%), Invesco Nasdaq Next Gen 100 ETF (3.5%), Vanguard Strategic Equity Fund (3.4%), Vanguard Russell 2000 Growth (3.3%). View all EVAGX holdings, sector breakdown, or dividend history.
EVAGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. EVAGX alternatives are available via the screener, along with tax-loss harvesting opportunities.