EVTTX Mutual Fund
EVTTX Mutual Fund
The E-Valuator Conservative / Moderate (30%-50%) RMS Fund Service Class
EVTTX Mutual Fund Overview
EVTTX Mutual Fund (The E-Valuator Conservative / Moderate (30%-50%) RMS Fund Service Class) is managed by E-Valuator funds with $28.1M in net assets. EVTTX expense ratio is 1.08%, holding 76 positions across sectors including Unknown, Financials, Other. Inception date: 2016-05-26.
EVTTX performance shows a YTD return of 8.42%. The 1-year return is 15.23% and the 5-year return is 5.37%. EVTTX dividend yield stands at 4.73%, paid semi-annually.
EVTTX 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 EVTTX holdings, sector breakdown, or dividend history.
EVTTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. EVTTX alternatives are available via the screener, along with tax-loss harvesting opportunities.