EVFTX Mutual Fund (The E-Valuator Conservative / Moderate (30%-50%) RMS Fund Class R4) is managed by E-Valuator funds with $6.2M in net assets. EVFTX expense ratio is 1.46%, holding 76 positions across sectors including Unknown, Financials, Other. Inception date: 2016-05-26.

EVFTX performance shows a YTD return of 5.56%. The 1-year return is 14.78% and the 5-year return is 4.95%. EVFTX dividend yield stands at 4.25%, paid semi-annually.

EVFTX top holdings include Ishares Convertible Bond ETF (4.7%), T Rowe Pr Inst Float Rt (3.7%), Pacer Aristotle Pacific Floati (3.7%), Vanguard Emerging Markets Bond Fund Admiral Class (3.0%), Eaton Vance Total Return Bond ETF - Class USD INC (3.0%). View all EVFTX holdings, sector breakdown, or dividend history.

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