EVCLX Mutual Fund (The E-Valuator Conservative (15%-30%) RMS Fund Service Class) is managed by E-Valuator funds with $41.5M in net assets. EVCLX expense ratio is 1.02%, holding 76 positions across sectors including Unknown, Financials, Other. Inception date: 2016-05-26.

EVCLX performance shows a YTD return of 6.14%. The 1-year return is 11.52% and the 5-year return is 4.06%. EVCLX dividend yield stands at 3.07%, paid semi-annually.

EVCLX top holdings include Ishares Convertible Bond ETF (6.4%), T Rowe Pr Inst Float Rt (5.2%), Pacer Aristotle Pacific Floati (4.8%), Eaton Vance Total Return Bond ETF - Class USD INC (4.1%), Vanguard Emerging Markets Bond Fund Admiral Class (4.0%). View all EVCLX holdings, sector breakdown, or dividend history.

EVCLX can be compared against other funds using the overlap calculator or side-by-side comparison tool. EVCLX alternatives are available via the screener, along with tax-loss harvesting opportunities.